SoldX from IRA not showing as 1099-R taxable distribution
DoctorBrown
Quicken Windows Subscription Member ✭✭✭
In years past, I entered WithdrawalX transactions from my IRA to my checking account and Q entered this as a Tax Item 1099-R Total IRA taxable distribution, as expected. Last year I entered the same RMD as a SoldX: sold shares of MMF and Record Proceeds to: Checking Account. I expected this to also be same Tax Item. But the transfers out of the IRA are not listed as Transfers in the Tax Summary Report.
In the Category List I see the item:
Why aren't the SoldX transactions also categorized as a 1099-R Tax Item. Is there a way to make it so?
0
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