I have a 403(b) account that I have been tracking for years in Quicken Classic for Windows (currently version R59.35 build 27.1.59.35). I have previously always made pretax contributions that were matched by my employer. I just changed my contributions to Roth (after tax). Contributions are still matched by my employer (pre tax). Working with phone support, we found no way to allow for making this change to the account and we were not able to come up with a work around. There seems to be no way to add Roth contributions and continue the employer match.
I am using the paycheck wizard to manage my paychecks. We tried to add an after tax deduction using a 401(k) loan type of deduction. This adds a third transaction into the 403(b) account register but labels it as an "Employer Match Contribution". I can edit the memo description in the register but am not sure if this is posted as a pre- or post-tax transaction. The only way to include the employer match, though, is through the pre-tax deductions. I cannot set my contribution there to zero without zeroing the employer match.
I need to have a way in Quicken to record after tax 403(b) contributions that are matched by my employer with pre-tax money and I need to do this in an existing account that has heretofore been an entirely tax deferred account.
Any guidance with a viable workaround until Quicken build this function would be greatly appreciated.
