How should I set up retirement income in Quicken Deluxe
In 2021 my wife started receiving a retirement pension and minimum required distributions from a 403k at Equivest and I had to start taking taking a minimum required distribution from my SEP-IRA at Fidelity. How should I set these up in Quicken and how should I handle transfer of money from the retirement investment accounts to other accounts we use for normal spending and taxable investment? We are donating some of the MRD to charity, which I can do through Fidelity and Quicken can label as Retirement Income:Donated. I also can mark money withheld for taxes as state and federal withholding. But I can't figure out how to handle the taxable income transactions which move money from the 403K and SEP-IRA to our other accounts. Are there instructions anywhere?
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