QWin 2017: Add a withdrawal transaction to an IRA account
I recently bought Quicken 2017 PC version and have been setting up my accounts. My IRA investment account for Morgan Stanley was easy as they are a recognized house and quicken set it up, with all my securities and the ability to make both withdrawals and withdrawal transfers. However I have a limited partnership Investment ( also and IRA) that I had to set up manually. I set it up the same as the MS account, and was able to add the 2 securities. Minor issue is that I would have preferred to label them as REITS, but that is not available... The real difference between the 2 accounts I've set up is that in the MS account, when I take out money, 2 transactions show up - the transfer to my savings, and a withdrawal that I can mark as Federal Tax. On the Pensco account, I can only do the withdrawal transfer... so I have to put money into the savings account, and then show the withdrawal to the IRS, This seems "kluggy" since when I balance my savings account statement, I now have to account for 2 transactions that really never occured.
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