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Re: RMD Income
@BougaTech Please review my post from a few minutes ago. If you look elsewhere in the Tax Schedule report, you will see that if the IRA account is included in the report, dividends and capital gains …1 -
Re: RMD Income
@volvogirl There should not be any Federal tax withholding from a QCD, but some states, including Connecticut, usually require that state taxes be withhheld from all IRA distributions, including QCDs…2 -
Re: RMD Income
Another way of explaining why it is necessary to record the tax related transactions in a taxable account is that if the IRA is included in in the Tax reports and the accounts that the Tax Planner &q…1 -
Re: R 64.19: improved portfolio x-ray not working
@Quicken Kristina Thanks for following up. The problem is still present, but it is slightly different from what I described earlier. My file is stored directly on my local hard drive. I am running R6…1 -
Re: Schwab security always updates with the wrong price
OK thanks for clarifying. I was confused by the ticker symbol in the first sentence of your original post. In the Security Detail view for this fund, please click on More then Edit price History and …1
