IRA Deposit Codes
| Code | Description |
|---|---|
|
A |
Actual year (SEP) |
|
B |
Birth/Adoption Repayment. Valid on the IRAs tab, New Share (via cash or check), ST-Single Deposit, Withdrawal, Payment, or Loan Advance transaction, Certificate Purchase (via cash or check), and Certificate Add-On (via cash or check). |
|
C |
Current year |
|
D |
Dividend correction |
|
E |
Postponed Contribution. Postponed reason and year required. Not valid for Coverdell Education Savings Accounts (ESA). |
|
F |
Federal Designated Disaster. Not valid for Coverdell Education Savings Accounts (ESA). |
|
I |
Internal between accounts |
|
L |
Late Rollover. Not valid for Coverdell Education Savings Accounts (ESA). |
|
O |
Direct Rollover |
|
P |
Prior Year |
|
Q |
Qualified Repayment. Not valid for Coverdell Education Savings Accounts (ESA). |
|
R |
Rollover |
|
T |
Transfer |
|
V |
Roth Conversion |
|
X |
Internal (MISC1 credit union-defined) |
|
Y |
Internal (MISC2 credit union-defined) |
|
Z |
Recharacterization |