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IRA Activity

The IRA Activity screen lets IRA account holders view their IRA contributions and distributions for each tax year going back to 2016. For each tax year, you can view all individual contributions and distributions by clicking the View button in the History column.

Who can access the IRA Activity page?

You can access this page if you are an IRA account holder.

To view your IRA activity

1. Click Settings > Account Settings.
2. If you manage or maintain multiple accounts, the Account Selector opens. Search for and select the account whose account alias you want to change.
3. In the Configuration panel, click the Configure (gear) icon for IRA Activity. The IRA Activity screen opens.

   

   • For each tax year going back to 2016, contribution activity shows the contribution limit and year-to-date total contribution.
   • For each tax year going back to 2016, distribution activity shows the required minimum distribution and year-to-date total distributions.
4. For each tax year, view all individual contributions and distributions by clicking the View button in the History column.

For more information

• IRA Information