Calculate RMD across all bank traditional IRAs and reviewed outside requirements
POST
/retirement/customers/{id}/rmd-reviewsEvery bank traditional IRA from the prior year must have a current approved year-end position. Verified living owner DOB selects the reviewed rule. Per-account requirements round up to a cent and aggregate with evidenced outside requirements. First-year deferral is explicit. No automatic external-custodian data or RMD notice delivery is claimed.
Path parameters
idstringRequiredHeaders
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
annual_position_idsarray of stringsRequireddefer_first_yearbooleanRequiredevidence_refstringRequiredevidence_sha256stringRequiredexpected_versionintegerRequiredinheritedbooleanRequiredoutside_amounts_as_ofstring · dateRequiredA business date, YYYY-MM-DD
outside_eligible_distributions_minorintegerRequiredoutside_ira_required_minorintegerRequiredoutside_timely_distributions_minorintegerRequiredoutstanding_rolloverbooleanRequiredpolicy_idstringRequiredreasonstringRequiredspouse_more_than_ten_years_youngerbooleanRequiredtax_yearintegerRequiredReturns
200 OK
accountsarray of objectsRequired4 child attributes
account_idstringRequiredExample acct_2tVh8nqLxq4GbDe0K1F6S9zRcWm
fmv_minorintegerRequiredposition_idstringRequiredrequired_minorintegerRequiredbank_required_minorintegerRequiredcustomer_idstringRequiredExample cust_2tVh8nqLxq4GbDe0K1F6S9zRcWm
date_of_birthstringRequireddecided_atstring · date-time or nullOptionaldecided_bystringOptionaldivisor_tenthsintegerRequireddue_datestring · dateRequiredA business date, YYYY-MM-DD
first_required_yearbooleanRequiredidstringRequiredproposed_atstring · date-timeRequiredproposed_bystringRequiredrequestobjectRequired15 child attributes
annual_position_idsarray of stringsRequireddefer_first_yearbooleanRequiredevidence_refstringRequiredevidence_sha256stringRequiredexpected_versionintegerRequiredinheritedbooleanRequiredoutside_amounts_as_ofstring · dateRequiredA business date, YYYY-MM-DD
outside_eligible_distributions_minorintegerRequiredoutside_ira_required_minorintegerRequiredoutside_timely_distributions_minorintegerRequiredoutstanding_rolloverbooleanRequiredpolicy_idstringRequiredreasonstringRequiredspouse_more_than_ten_years_youngerbooleanRequiredtax_yearintegerRequiredstatusstringRequiredtotal_required_minorintegerRequiredversionintegerRequiredErrors
Every error is a problem document with a stable code. See Errors.
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