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Schedule 401k Minimum required distribution transaction

Unknown Member
edited October 2018 in Investing (Windows)
I download my 401k transactions, but for planning purposes I would like to set a schedule transaction to transfer the withdrawal amount to the correct account. In Windows Quicken Premier 2016.


  • J_Mike
    J_Mike SuperUser ✭✭✭✭✭
    edited October 2018
    This post details the steps for recording a 401k/IRA withdrawal - including any withholdings.

    For planning purposes, one can schedule the Deposit transaction in the destination account.

    Note that the article refes to IRA withdrawals - the procedure is exactly the same for a 401k.

    Also, the referenced post does not include scheduling any Sell transactions in the 401k to cover the distribution. One could schedule Sell(s) using a transaction group with estimated shares and prices.

    Post back if you need further clarification.
    QWin & QMac (Deluxe) Subscription
    Quicken user since 1991

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