IRA Listing By Processing Code

Screen ID:	LIRAPC-01
Screen Title:	IRA Listing By Processing Code
Panel ID:	731
Tool Number:	417
Report Name:	LIRAPC	Click here to magnify

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