Roth account capabilities
MEckman
Member ✭✭
Quicken needs to have better capabilities to reflect and report on Roth account transactions. There is no Roth 401(k) or Roth 403(b) account type. Distinctions aren't obviously made between Roth contributions and non-Roth, after-tax contributions. I also don't recall a good way to report on Roth conversions.
1
Comments
-
Regarding Roth account capabilities and conversions, you may want to vote for: Improve handling of IRA distributions, QCDs, and Roth conversions
Regarding Roth 401(k), you may want to vote for: Add Roth 401K to Paycheck Wizard After-Tax Deduction Section [edited] (7 Legacy Votes)
1
