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Quicken income/expense report listing Retirement Income as an expense

RichardG7308 Member
edited November 2022 in Reports (Windows)
I have my Retirement Income category set as 1099-R. When I do a Income/Expense report the Retirement Income category is in the income section and the expense section.
I don't understand


  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Did you create an income Category called 1099-R? You can see all the Categories in your file by going to Tools > Category list.

    That sounds confusing, because each category can have a "Tax line item" associated with it, and there are several Tax Line items that begin with 1099-R. Some of these would be for income and some for expenses. 
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