Deposit Screens > Account Information Screen Group > Customer Directed Transfers Screen Group > Customer Directed Transfers Screen > General Information field group

This table lists IRS retirement distribution codes used in the Retirement Distribution Type field of the Deposits > Account Information > Customer Directed Transfers > Customer Directed Transfers screen, as well as the Code field of the Deposits > Account Information > Additional Fields screen.

All IRS Distribution Codes can be used for interest withdrawals. All codes except 12 (Inhouse Transfer) and 13 (Trustee to Trustee Transfer) can be used for distributions.

Each code corresponds to a distribution type, which in turn corresponds to one or more applicable IRA plans. The IRA Plans table explains the IRA plans associated with the acronyms found in this table's Applicable To column.

IRS CODE	DESCRIPTION	APPLICABLE TO
1	Premature	TRAD, SIMP, QUAL, ESA
2	Premature, Exception	TRAD, SIMP, QUAL, ESA
3	Disability	TRAD, SIMP, QUAL, ESA
4	Death	TRAD, SIMP, QUAL, ESA
4G	Death - Qualified	QUAL
5	Prohibit Transaction - All IRAs	ALL IRA'S
5J	Prohibit Transaction - Roth IRA	ROTH
7	Normal	TRAD, SIMP, QUAL, ESA
7A	Normal - qualifies for 5/10 yr averaging	TRAD, QUAL
8	Current Year Excess	TRAD, ROTH, QUAL, ESA
81	Current Year Excess	TRAD, ROTH, QUAL, ESA
82	Current Year Excess	TRAD, ROTH, QUAL, ESA
84	Current Year Excess	TRAD, ROTH, QUAL, ESA
8J	Current Year Excess	ROTH
10	Current Year Excess	TRAD, ROTH, ESA, QUAL
11	Prior Year Excess	TRAD, ROTH, ESA, QUAL
12	Inhouse Transfer	* not usable for distributions, only interest withdrawals
13	Trustee to Trustee Transfer	* not usable for distributions, only interest withdrawals
D	Prior Year Excess	TRAD, ROTH, ESA
D1	Prior Year Excess	TRAD, ROTH, ESA
D2	Prior Year Excess	TRAD, ROTH, ESA
D4	Prior Year Excess	TRAD, ROTH, ESA
E	Excess Additions	TRAD, ROTH, ESA
G	Direct Rollover to IRA	TRAD, SIMP, QUAL
J	Early Distribution from Roth IRA	ROTH
N	Recharacterized IRA Contribution for Current Year	TRAD, SIMP, ROTH
P	Prior Year Excess	TRAD, ROTH, ESA, QUAL
P1	Prior Year Excess	TRAD, SIMP, QUAL
P2	Prior Year Excess	TRAD, SIMP, QUAL
P4	Prior Year Excess	TRAD, SIMP, QUAL
PJ	Prior Year Excess	ROTH
Q	Prior Year Excess -- Qualified ROTH	ROTH
R	Recharacterized IRA Contribution for Prior Year	TRAD, SIMP, ROTH
S	Simple Distribution	SIMP
T	Roth IRA Distribution Exception	ROTH