How do I list RMD

btrcane
btrcane Member ✭✭✭
in Investing (Windows)
since it is a xin to the taxable side no place to put 1099R so it will show up in tax estimator

Best Answer

  • Sherlock
    Sherlock Quicken Windows Subscription Member ✭✭✭✭
    Answer ✓
    The transfer entry in the non-tax deferred destination account should have the 1099-R:Total IRA taxable distrib. tax line item assigned.  This is usually achieved by selecting 1099-R:Total IRA taxable distrib. in the Transfer out: pull-down menu of the Tax Schedule Information window for the tax deferred account: open the tax deferred account, press Ctrl + Shift + E, and select Tax Schedule

Answers

  • Sherlock
    Sherlock Quicken Windows Subscription Member ✭✭✭✭
    Answer ✓
    The transfer entry in the non-tax deferred destination account should have the 1099-R:Total IRA taxable distrib. tax line item assigned.  This is usually achieved by selecting 1099-R:Total IRA taxable distrib. in the Transfer out: pull-down menu of the Tax Schedule Information window for the tax deferred account: open the tax deferred account, press Ctrl + Shift + E, and select Tax Schedule
  • btrcane
    btrcane Member ✭✭✭
    thanks so much
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