IRA/HSA Codes

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Available IRA Codes or Available HSA Codes

3127

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This screen is accessed by clicking a lookup to select an IRA or HSA code.

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IRA Codes

IRA Code

Description

Trad

Edu

Roth

SEP

I

(CR/DR) Internal Transfer Non Reported

Y

Y

Y

Y

 

A

(CR)  Direct Transfer

Y

Y

Y

Y

C

(CR)  Current Year Contribution

Y

Y

Y

Y

H

(CR)  Conversion Contr to a Roth

N

N

Y

N

L

(CR)  Rollover Contribution

Y

Y

Y

Y

M

(CR) Recharacterized Contribution

Y

N

Y

N

V

(CR) Dividend

Y

Y

Y

Y

Y

(CR) Prior Year Contribution

Y

Y

Y

Y

 

D

(DR) Rollover Withdrawal Upon Death

Y

Y

Y

Y

F

(DR) Federal Backup Withholding

Y

Y

Y

Y

G

(DR) Rollover to a Qualified Plan

Y

Y

Y

Y

J

(DR) Early Distribution - Roth

N

N

Y

N

K

(DR) State Withholding

Y

Y

Y

Y

N

(DR) Recharacterized Cont Curr Year

Y

N

Y

N

O

(DR) Other Withdrawals

Y

Y

Y

Y

P

(DR) Excess Contribution Prior Year

Y

Y

Y

Y

Q

(DR) Qualified Distr From Roth

N

N

Y

N

R

(DR) Recharacterized Cont Prior Year

Y

N

Y

N

T

(DR)  Roth Distr With Exception

N

N

Y

N

W

(DR) Direct Transfer

Y

Y

Y

Y

1

(DR) Early Distr No Known Exception

Y

Y

N

Y

2

(DR) Early Distr With Exception

Y

N

N

Y

3

(DR) Disability Distribution

Y

Y

N

Y

4

(DR) Death Distribution

Y

Y

N

Y

5

(DR) Prohibited Transaction

Y

Y

Y

Y

7

(DR) Normal Distribution

Y

Y

N

Y

8

(DR) Excess Contribution Curr Year

Y

Y

Y

Y

HSA Codes

HSA Code

Type

Description

C

(CR)

Current Year Contribution

I

(CR)

Transfer/Other (Non-Reportable)

L

(CR)

Rollover

R

(CR)

Redeposit

V

(CR)

Dividends Paid

Y

(CR)

Prior Year Contribution

 

1

(DR)

Normal Distribution

2

(DR)

Withdrawal Excessive

3

(DR)

Disability Distribution

4

(DR)

Death Distribution (Year of)

5

(DR)

Prohibited Distribution

6

(DR)

Death Distribution (Yr After)

7

(DR)

Rollover

8

(DR)

Transfer/Other (Non-Reportable)

9

(DR)

Non Reportable

 

 

Link to ID: http://help.cubase.org/cubase/#3127g.htm