Pre-Tax Annuity Transactions
I have a pre-tax annuity as an asset in my investment accounts. This year I began withdrawing that money in monthly installments. I need 15% of the withdrawal to to to category Federal Taxes Expense, 6% to go to State Tax Expense and the remainder go to an Income category I set up. I can find no transaction types that can accomplish. It seems that the more that Annuity and IRA assets are becoming popular, there needs to be a transaction group that can accomplish this distribution within Quicken for tracking purposes.
This discussion has been closed.