How can one enter and categorize Required Minimum Distributions in Quicken a) to track the distribut

Antonio (Tony) Ruggiero

How can one enter and categorize Required Minimum Distributions in Quicken a) to track the distribution and b) to ensure that the distribution flows correctly into the TAX PLANNER?

J_Mike

See this FAQ post;
https://community.quicken.com/discussion/7072150/faq-best-way-to-handle-distributions-from-ira

Post back if you have questions.

J_Mike

See this FAQ post;
https://community.quicken.com/discussion/7072150/faq-best-way-to-handle-distributions-from-ira

Post back if you have questions.

Antonio (Tony) Ruggiero

How can one enter and categorize Required Minimum Distributions in Quicken a) to track IN KIND distributions and b) to ensure that the distributions and any taxes paid flow correctly into the TAX PLANNER?