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Re: Improve handling of IRA distributions, including QCDs and Roth conversions
I find that Quicken has given almost no thought to IRA withdrawals. In my case, these are transfers to a brokerage account. QCDs are impossible. I a retired software developer and am adept at creatin…7 -
Charitable IRA Distributions
How do i account for charitable IRA distributions? Quicken needs to 1. Update gross distributions on 1099-R Form Block 1 2. Update Taxable amount on 1009-R Form Block 2a This should show up on Quicke…1