Create or update an RMD annual record
POST/v1/households/:householdId/rmd/annuals
Calculates the required minimum distribution of an RMD profile for a year from the account balance at the end of the year before, and saves it as the RMD annual record of that year. If the RMD profile already has a record for the year, its balance, divisor, required amount and deadline are replaced, and its distributions are kept. Returns the record with distributions always an empty array; call List the RMD annual records of an RMD profile for them. The owner of the account needs a date of birth. If your firm has no RMD profile with the ID rmdProfileId, the response is 400.
Request
Responses
- 201
- 400
- 401
- 403
- 429
The RMD annual record you created or updated.
The request body is invalid, for example year is not a whole number from 2000 to 2100 or priorYearEndBalance is negative; your firm has no RMD profile with the ID rmdProfileId; the owner of the account has no date of birth, or the RMD profile has no account; or the required minimum distribution cannot be calculated, for example for an inherited IRA with no originalOwnerBirthYear or originalOwnerDeathYear.
The access token is missing, invalid, or expired.
The access token does not have the write:household scope or the write:crm scope.
Too many requests. Wait the number of seconds in the Retry-After-per-person header (script-audience tokens) or the Retry-After header (other requests) before you retry. See Rate limit.