January 25, 2022

Release R 22.01.31 sandbox deployment target date: 01/25/2022.

Production deployment target date: 02/01/2022.

Updates to KYC validation next steps

This change improves the next steps process for social security card validation.

Specify tax year for IRA contributions

IRS rules permit contributions up until the tax filing deadline of April 15 of the current tax year (e.g. 2022) to be counted towards previous tax year (e.g. 2021) contributions. This presents a window in April where the contribution could go into one tax year or another based upon the filing date.

This update to the contributions API resource enables the tax year for the contribution to be specified in the POST /v2/contributions endpoint.

  • new field name: tax_year, type: integer (optional, leave blank for the current calendar year, otherwise optionally specify the year for the contribution)