Jim_Harman ✭✭✭✭✭

Hi Jim, not sure if this is an appropriate way to reach you. Your posts regarding the handling of distributions from an IRA have been very helpful to me. As you have suggested, my IRA account has the correct tax schedule information for transfers from the account. In the receiving taxable account, I enter a split transaction with the gross amount shown as a transfer from the IRA (using [brackets] in the Category field), and the withheld tax showing as a negative number allocated to a tax category. The gross distribution and the withheld tax correctly show up on my tax summary report. The problem is that I can't find a way to show the gross amount as an income item in my personal budget, separate from the tax aspects. That's because the Category field on the split, which is where the budget category would be entered, is used for the transfer from the IRA. Do you have any suggestions? Thanks.

Jim Harman, in an old post of yours that i found extremely helpful, you stated:

If you have attempted to update while the accounts were in Simple mode, you may see Added or Removed transactions during that time. You will need to delete these. If there are problems, restore the backup file you saved and you will be back to where you started.

The post was in regards to not being able to see the register (due to being in simple mode)

I am wondering about the ADDED and REMOVED entries as I found myself in that same prediciment,, and wonder why they need to be deleted and should you enter them manually afterwards.