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Your profile indicates that you are a QWin user. Is this correct? Yhe procure described is for QMac. In QWin one does not create/assign a category for the transfer. Instead, in the Account D… (View Post)1
Back to your original question. Create three categories with tax line assignments as follows; * Income - IRA Distribution - 1099-R:Total IRA taxable distrib. * Expense - IRA Fed Tax - 1099-R… (View Post)2
It appears the OP has a Roth 401k. My understanding is that a Roth 401k is effectively two separate accounts - or two sub-accounts). * The Roth portion is comprised of the employee after-tax… (View Post)1
The subcategories under the parent category Investments can not be modified in any fashion. In QMacs' Category List, note the Status column to the far right. Categories and subcategories mar… (View Post)1