Quicken R 68.25

jimarcher6837

I am using Quicken Classic on W11. In order to separate the IRA accounts from the Taxable Brokerage Accounts, I set up this proforma:

_DivInc, _IntInc and _QualDivInc are reserved the brokerage accounts. All the other categories of income are reserved for the IRA accounts. Double Tax Free bonds, dividend securities and any interest bearing entities are in the brokerage accounts. All other corporate bonds, mutual funds and any other dividend entities are held in the IRA's.

The introduction of _QualDivInc made it all easier to manage the entry process.

Keep up the good work.

NotACPA

Those "tax free" categories are for the particular securities … NOT retirement type accounts. You can hold tax free securities (such as Muni Bonds) in a taxable account.

The tax-deferred status is set on the Account Details dialog:

And, IRA accounts are NOT tax free … they're just tax-deferred until you take the money out.