QWins' Tax Summary Report and Tax Schedule Report will both report the taxable distribution (usually the gross) and the fed and state taxes withheld. This is basic information needed for tax preparation and should match the FI's Form 1099-R.QWins' Tax Planner will also report this same info - except for state tax withheld.
"NOT OK - Also receive the message below pertaining to IRA contribution which doesn't seem correct ....".
It's an old bug.
To my knowledge, it does no harm, as long as you select the correct year (and in my tests, selecting the wrong year only affects the Tax Summary report, not the Tax Schedule report).
And that dialog should only appear for transactions dated January 1 through April 15.
Quicken user since Q1999. Currently using QW2017.
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