nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

Community Homepage
Discussions
Categories
Support
- Quicken Classic
- Quicken Simplifi
Getting Started
Announcements & Alerts
- Announcements
- Alerts, Online Banking & Known Product Issues
Product Ideas
Beta

Tax Planning after retirement

Michele Douglas

Just opened the Tax Planning tab to try to anticipate taxes for this year. I am totally retired and using retirement assets as well as investment assets for income. There is no place to put RMD or other distributions from IRAs in the tax planning software. Does Quicken not work once you are retired?

Find more posts tagged with

Comments

Rocket J Squirrel

There's a place for this. Make sure you have your IRA account's transfers out set to 1099-R:Total IRA taxable distrib. or you can hand-enter it if you prefer.

Image: https://us.v-cdn.net/6031128/uploads/editor/sc/fux6i6rallg3.png

Quick Links

All Categories
Recent Posts
Activity
Unanswered
Best Of