Contribution Limits

Retrieve annual contribution tally

Retrieves a user's contributions to date against the applicable tax-year limits, across all Traditional IRA, Roth IRA, and Trump Accounts they hold with DriveWealth.

get/users/{userID}/annual-contribution-tally

Request

Base URL
https://bo-api.drivewealth.io/back-office
URL
https://bo-api.drivewealth.io/back-office/users/{userID}/annual-contribution-tally
Auth
HTTP bearer

Path parameters

userIDstring required

sensitive The user's unique identifier. The tally spans every eligible account held under this user.

Query parameters

taxYearinteger

The tax year to tally contributions against. Defaults to the current calendar year.

Response

Retrieving the contribution tally was successful.

userIDstring

sensitive The user the tally was computed for.

taxYearinteger

The tax year the tally covers.

Example response

{
  "userID": "123e4567-e89b-12d3-a456-00000000005a",
  "taxYear": 2026,
  "ira": {
    "limitApplied": 7500,
    "cumulativeAmount": 7600,
    "remainingAllowance": -100,
    "isLimitReached": true,
    "accounts": [
      {
        "accountID": "123e4567-e89b-12d3-a456-000000000058.1234567890141",
        "accountType": "TRADITIONAL_IRA",
        "amount": 4000
      }
    ]
  },
  "trumpAccount": {
    "accountID": "123e4567-e89b-12d3-a456-000000000059.1234567890142",
    "limitApplied": 5000,
    "cumulativeAmount": 4800,
    "remainingAllowance": 200,
    "contributions": [
      {
        "contributionType": "POSTPONED_CONTRIBUTION",
        "amount": 2500,
        "countsTowardLimit": true
      }
    ]
  }
}

Changes

No recorded changes to this operation across all 1 revision of this API.