How to enter Thrift Savings Plan monthly RMD's

Wayne Daren

How do I enter Thrift Savings Plan monthly RMD's into Quicken to correctly report the income and federal tax withheld?

(And set up reminders so the Tax Planner is correct.)

Frankx

Hi @Wayne Daren.

I suggest that you review the information in this LINK.  Get back to us if you have any followups.

Frankx

Jim_Harman

Please see this FAQ
https://community.quicken.com/discussion/7072150/faq-best-way-to-handle-distributions-from-ira-also-rmd

and if you would like Quicken to make improvements in this area, please vote for this Idea.
https://community.quicken.com/discussion/7864626/improve-handling-of-ira-distributions-qcds-and-roth-conversions/p1

Frankx

Hi @Wayne Daren.

I suggest that you review the information in this LINK.  Get back to us if you have any followups.

Frankx

Jim_Harman

Please see this FAQ
https://community.quicken.com/discussion/7072150/faq-best-way-to-handle-distributions-from-ira-also-rmd

and if you would like Quicken to make improvements in this area, please vote for this Idea.
https://community.quicken.com/discussion/7864626/improve-handling-of-ira-distributions-qcds-and-roth-conversions/p1