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Add RMD transactions to tax planning tools [Edited]

leonard kearney

Add RMD transactions to tax planning tools…

Len

[Edited - Readability]

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Comments

Jim_Harman

Is this what you are looking for?

https://community.quicken.com/discussion/7864626/improve-handling-of-ira-distributions-including-qcds-and-roth-conversions

This Idea has been in the Planned state for almost 3 years; hopefully they will implement it soon. If you are lookin for something different, please elaborate.

NotACPA

And RMD is just a required distribution from your retirement account(s). It doesn't differ from any other distribution … so what are you asking for?

Jim_Harman

Or are you trying to see the impact of distributions from your IRAs and 401(k)s in the Tax Planner?