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457(b)

TDooley

how do i classify a 457(b) account

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NotACPA

More info needed in order to assist you.

What Q product are you running, and what BUILD of that product. Do HELP, About Quicken for this info. AND, if it's there, what's the "Valid Thru" date for your Q.

A 457(B) would, under normal circumstances, be set up as if it were a 401k account. Did you try that?

And, see this for the differences (as far as Q is concerned, they're few) between a 457(b) and a 401k. https://www.investopedia.com/ask/answers/100314/what-difference-between-401k-plan-and-457-plan.asp

My wife works for a non-profit, and I've set up her 403(b) account as if it were a 401k. Works perfectly.

TDooley

Premier Version R25.21; Build 27.1.25.21; Tuesday, February 8, 2022. I did, but wasn't sure that was right since it just listed 401 and 403 accounts. I know they're very similar. Anyway, I found a YouTube video that included it in that category. Still having some issues with the info downloaded, but I'm working with my financial institution on that. Thanks for responding.

Ps56k2

Where is your 457 held ?

For example - with Fidelity - their normal brokerage accts use one portal for user online website access - as does Quicken - and for the "special retirement" accounts like the 401, 403, 457 they use a totally different online website portal called - Net Benefits - and Quicken reflects that in the totally different account setup.