How do I handle Required Minimum Distributions from my IRA

menehune

RMDs are required distributions, and the funds are transferred to another account. How do I show that as a taxable event?

J_Mike

See this thread:

https://community.quicken.com/discussion/7072150/faq-best-way-to-handle-distributions-from-ira

Sherlock

If you haven't already, you may want to review: https://community.quicken.com/discussion/7751849/how-to-charitable-distributions-from-my-ira

J_Mike

See this thread:

https://community.quicken.com/discussion/7072150/faq-best-way-to-handle-distributions-from-ira

menehune

OK, good start. How do I keep track of the QCDs that are not taxable?

Sherlock

If you haven't already, you may want to review: https://community.quicken.com/discussion/7751849/how-to-charitable-distributions-from-my-ira