I need the categories for taxes from ira account into a checking account.

Question

The ira withholds taxes. Where do I put refunds and payment.

jjstump · Answer

Button was poor choice of words. I see that now.  Thanks for all the help.

Chris_QPW · Answer

It is discussed in the link @jjstump provided.

@jjstump the "Deposit" the thread talks about isn't a button, and the reason you can't find the transaction type is because the thread is talking about using two investment accounts, one is an IRA and the other is a tax able investment account.  You are in a checking account.

As @NotACPA said above you want to start with a transfer from the IRA account and in the check account select this button on the transaction line to start/enter the split amounts/categories.

NotACPA · Answer

I'd need to see a picture to understand what you're talking about re: buttons.When you file your tax return, you report the amount in that category as "Fed tax withheld"