Year to Date Menu and Features

Contents:

IRA Contributions Year-to-Date
Share Dividends Year-to-Date
Loan Interest Year-to-Date

IRA Contributions Year-to-Date

This function displays total IRA contributions for each social security number for the current year and for the previous year. If there are IRA shares or certificates for more than one social security number on the same account, you will be asked to select the social security number that you wish information about.

Share Dividends Year-to-Date

This function display a list of shares with dividend, withholding, and penalty amounts for the current year and for the previous year. In addition, the totals for each column are provided at the bottom of the list of shares.

Loan Interest Year-to-Date

This function display a list of loans with interest paid for the current year and for the previous year. In addition, the totals for each column are provided at the bottom of the list of loans.