Allocate an executed IRA distribution to an RMD obligation without cross-year double counting
POST
/retirement/rmd-allocationsIndependently reviewed gross allocation from an actually executed traditional IRA distribution, bound to its ledger receipt and paid date. All approved obligation years share the distribution gross cap, preventing first-year deferral double counting. Late payments can remedy a shortfall while status retains missed-deadline evidence.
Headers
Idempotency-KeystringRequiredSend on every write that creates or changes money or state; a replay with the same key returns the original result with 200.
Body parameters
amount_minorintegerRequiredcommand_idstringRequiredevidence_refstringRequiredevidence_sha256stringRequiredreasonstringRequiredreview_idstringRequiredReturns
200 OK
customer_idstringRequiredExample cust_2tVh8nqLxq4GbDe0K1F6S9zRcWm
decided_atstring · date-time or nullOptionaldecided_bystringOptionalidstringRequiredjournal_idstringRequiredExample jrnl_2tVh8nqLxq4GbDe0K1F6S9zRcWm
paid_onstring · dateRequiredA business date, YYYY-MM-DD
proposed_atstring · date-timeRequiredproposed_bystringRequiredrequestobjectRequired6 child attributes
amount_minorintegerRequiredcommand_idstringRequiredevidence_refstringRequiredevidence_sha256stringRequiredreasonstringRequiredreview_idstringRequiredstatusstringRequiredtax_yearintegerRequiredErrors
Every error is a problem document with a stable code. See Errors.
400401403404409412413422424429500503