RMD and withheld taxes

mkalman115 Quicken Windows Subscription Member ✭✭

September 2023 edited October 2023 in Investing (Windows)

My RMD and withheld federal and state taxes have shown up as withdrawals on my Fidelity IRA download. How do I properly categorize these? (Quicken Windows R52.19)

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Answers

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  q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭

  September 2023

  See this FAQ

  https://community.quicken.com/discussion/7072150/faq-best-way-to-handle-distributions-from-ira-also-rmd

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