Tax Planner

James Thomas

How can I enter projected RMD distribution in the Tax Planner?

Sherlock

I suggest using a transfer reminder to project the distribution from the tax deferred account to a non-tax deferred account.   The tax deferred account should have the appropriate tax line item selected in the Transfers out: pull-down menu on its Tax Schedule Information window for inclusion in the for inclusion as Other Income in the Tax Planner: open the register, press Ctrl + Shift + E, and select Tax Schedule