Tax Planning after retirement

Michele Douglas
Michele Douglas Member
edited October 2022 in Budgeting and Planning Tools (Windows)
Just opened the Tax Planning tab to try to anticipate taxes for this year. I am totally retired and using retirement assets as well as investment assets for income. There is no place to put RMD or other distributions from IRAs in the tax planning software. Does Quicken not work once you are retired?

Comments

  • Rocket J Squirrel
    Rocket J Squirrel Quicken Windows Subscription SuperUser ✭✭✭✭✭
    There's a place for this. Make sure you have your IRA account's transfers out set to 1099-R:Total IRA taxable distrib. or you can hand-enter it if you prefer.

    Quicken user since version 2 for DOS, as of 2025 using QWin Premier (US) on Win10 Pro & Win11 Pro on 2 PCs.

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