How do I transfer cash from a 401k account and categorize it as an retirement distribution?

danburnes

see above

Jim_Harman

See this FAQ. It is for IRAs but tthe same principles apply
https://community.quicken.com/discussion/7072150/faq-best-way-to-handle-distributions-from-ira

If you think Quicken should improve ths process, please go to this Idea post and add your vote
https://community.quicken.com/discussion/7864626/improve-handling-of-ira-distributions-qcds-and-roth-conversions

Jim_Harman

See this FAQ. It is for IRAs but tthe same principles apply
https://community.quicken.com/discussion/7072150/faq-best-way-to-handle-distributions-from-ira

If you think Quicken should improve ths process, please go to this Idea post and add your vote
https://community.quicken.com/discussion/7864626/improve-handling-of-ira-distributions-qcds-and-roth-conversions