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How can I add multiple categories to a IRA RMD transfer transaction

John Nastasi
John Nastasi Member ✭✭
I do an MRD transfer monthly into my checking account. The transfer uses the category field to link to the IRA. Is there a way to add a second category to the category field for reporting purposes?

Best Answer


  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Right click on the account in the Account bar and then Edit/Delete account -> Tax Schedule.  You can pick the tax line item needed for the reporting for the transfers out.

    Note it is the tax line that you need for reporting on the tax reports/tax planner, not a category.
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
  • mshiggins
    mshiggins SuperUser ✭✭✭✭✭
    Accepted Answer
    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the  Quicken Windows FAQ list
  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    [EDIT] - updated topic title to better reflect actual Q&A
    and yeah... the IRA and RMD withdrawal question does come up, and has a couple of good existing threads to follow...
    Quicken 2020 Deluxe - Subscription - Windows 10
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