IRA Listing By Processing Code
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Screen ID: Screen Title: Panel Number: Report Name: |
LIRAPC-01 IRA Listing By Processing Code 731 LIRAPC |
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Access this screen by selecting Tool #417: IRA Transaction Process Code Report.
This report shows individual IRA transactions according to IRA Code. This report is helpful when researching IRA balance file discrepancies and confirming that all transaction activity has been properly coded for tax reporting. The report will be grouped by Corporation, then sorted by IRA Code (if “all” are included on the report), then Plan Type (grouped and subtotaled for each code), then Account, with a grand total by Corporation.
Report Sample
