How to keep track of nontaxable (tax-free) income in Quicken

Question

I have nontaxable disability income and Roth IRA distribution income.  That income goes into my bank Savings account, as does my taxable income.  I then transfer money from Savings to my Checking account and to my investments.  However, at end of year tax reports Quicken shows all my income as taxable.  How do I get Quicken not show nontaxable income as taxable?  Put another way, how can I distinguish between taxable and nontaxable income in Quicken?

Rocket J Squirrel · Accepted Answer

A category not associated with a tax line item should not show up at all in tax reports.Transfers out from an IRA should be associated with the tax line item "1099-R:Total IRA taxable distrib." for them to show up properly in the Tax Planner.