Why are dividends earned in my inherited IRA appearing in the Tax Planner?

bradster
bradster Quicken Windows Subscription Member ✭✭
edited December 2022 in Budgeting and Planning Tools (Windows)
Dividends (_DivInc) from my Quicken Account for a traditional (inherited) IRA are appearing on the Dividends page of the Tax Planner. Since this account is an IRA account, I don't understand why dividends are brought into the Tax Planner.
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Best Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    Please do TOOLS, Account List and click EDIT adjacent to the account.  Which of the Radio Buttons is selected next to the "Tax  Deferred" label?

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • bradster
    bradster Quicken Windows Subscription Member ✭✭
    Answer ✓
    > @NotACPA said:
    > Please do TOOLS, Account List and click EDIT adjacent to the account.  Which of the Radio Buttons is selected next to the "Tax  Deferred" label?

    That's it! The Tax Deferred is set to No. Thank you for the help.

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    Please do TOOLS, Account List and click EDIT adjacent to the account.  Which of the Radio Buttons is selected next to the "Tax  Deferred" label?

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • bradster
    bradster Quicken Windows Subscription Member ✭✭
    Answer ✓
    > @NotACPA said:
    > Please do TOOLS, Account List and click EDIT adjacent to the account.  Which of the Radio Buttons is selected next to the "Tax  Deferred" label?

    That's it! The Tax Deferred is set to No. Thank you for the help.
This discussion has been closed.

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