Tax Planner

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

Answers

  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    edited March 7
    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  
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