View IRA Transactions

Overview of IL233

DDI Connect offers you the ability to view IRA 5498 and 1099 transactions for investments. From the transaction screen, you can also edit transactions if needed. To do so:

• From the DDI Connect main menu, double-click Financial Services
• Double-click Financial Inquiry
• In the Investment field, type the investment number you wish to view
• When the Investment Inquiry screen appears, click View and select IRA Transactions:

The IRA 5498 & 1099 Transactions screen will appear:

To view transactions for a particular calendar year, type the year in the Calendar Tax Year field and press Enter

To view only certain types of transactions, click the drop down arrow to the right of the IRA transactions field and select the types of transactions you wish to view.

To view the full transaction details, double-click a transaction. This will launch the Transaction Detail screen:

When you have finished viewing the details, click the Exit button to return to the IRA Transactions screen.

If you need to edit a transaction, click it once to highlight and then click the Edit button on the toolbar. The screen will switch to edit mode:

Please note that the only thing you have the ability to change is the Deposit reason...you cannot modify the amount or taxable amount, etc.

When you have made your change, click Save to return to the IRA Transaction screen.

When you have finished viewing the information, click Exit to return to the Investment Inquiry screen.