For all of my Pre-Tax retirement accounts, such as IRAs, 401(k)s, and 403(b) accounts, I cannot see the 1099-R taxable withdrawals within the tax planner or Reports → Tax → Tax Schedule. I have selected Edit/Delete Account → Tax Schedule → Transfer from this Account → 1099-R:Total IRA Taxable distrib. or 1099-R:Total IRA Gross distrib. as options. No matter what, this will not show Xout, WithdrawalX, or SoldX, as taxable withdrawals. The transfers are always being made between investment accounts for Rollover or Conversion purposes.
What am I doing wrong?
