The ID of the transaction to tag (Same as the one returned for Transactions in the Subaccounts API )

The subaccount for which the transaction happened.

IRS distribution code for Form 1099-R. Required when tag is 'distribution'.

Single codes:

• 1: Early distribution, no known exception
• 2: Early distribution, exception applies
• 3: Disability
• 4: Death
• 7: Normal distribution
• 8: Excess contributions plus earnings/excess deferrals taxable in current year
• B: Designated Roth account distribution
• G: Direct rollover and direct payment
• H: Direct rollover of a designated Roth account distribution to a Roth IRA
• J: Early distribution from a Roth IRA, no known exception
• K: Distribution of traditional IRA assets not having a readily available FMV
• N: Recharacterized IRA contribution made for current year
• P: Excess contributions plus earnings/excess deferrals taxable in prior year
• Q: Qualified distribution from a Roth IRA
• R: Recharacterized IRA contribution made for prior year
• S: Early distribution from a SIMPLE IRA in first 2 years, no known exception
• T: Roth IRA distribution, exception applies

Combination codes (two codes that apply to a single distribution):
18, 1B, 1K, 1P, 28, 2B, 2K, 2P, 48, 4B, 4G, 4H, 4K, 4P, 6B,
7B, 7K, 81, 82, 84, 8B, 8J, 8K, B1, B2, B4, B7, B8, BG, BL,
BP, G4, GB, GK, H4, J8, JP, K1, K2, K4, K7, K8, KG, LB, P1,
P2, P4, PB, PJ

Reason for postponed contribution or late rollover. Required when tag is 'postponed' or 'late-rollover'.

Tag to be attributed to the transaction.

The fiscal year the transaction belongs to.