IRA w/d shows up in tax schedule report but not tax planner?

Am I doing something wrong? My tIRA account is set up as tax-deferred with transfers out linked to the 1099-R: Total Taxable IRA Distribution category. When I record a w/d from the IRA as a transfer to a checking account, nothing I can do makes it show up in the tax planner. I ran the tax summary report and it's there, but not in the tax planner? Am I doing something wrong, or is the tax planner flaky?


  • JoeBlow
    JoeBlow Member ✭✭
    Never mind. Somehow it showed up after multiple editing attempts that didn't materially change the transaction.
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