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Quicken Classic for Windows
Investing (Windows)
How do I list RMD
btrcane
since it is a xin to the taxable side no place to put 1099R so it will show up in tax estimator
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Accepted answers
Sherlock
The transfer entry in the non-tax deferred destination account should have the
1099-R:Total IRA taxable distrib.
tax line item assigned. This is usually achieved by selecting
1099-R:Total IRA taxable distrib.
in the
Transfer out:
pull-down menu of the
Tax Schedule Information
window for the tax deferred account: open the tax deferred account, press
Ctrl + Shift + E
,
and select
Tax Schedule
All comments
Sherlock
The transfer entry in the non-tax deferred destination account should have the
1099-R:Total IRA taxable distrib.
tax line item assigned. This is usually achieved by selecting
1099-R:Total IRA taxable distrib.
in the
Transfer out:
pull-down menu of the
Tax Schedule Information
window for the tax deferred account: open the tax deferred account, press
Ctrl + Shift + E
,
and select
Tax Schedule
btrcane
thanks so much
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