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Re: Tax planner doesn't save changes
I resolved the issue by figuring out which reminders were messed up, and fixed them. If you have income reminders set up—whether it is paycheck reminders or other income reminders—such as investment …1 -
Re: Getting tax planner to work with IRA distributions
I found that somehow (inadvertently) It had selected 'based on YTD daily average' instead of 'scheduled bills and deposits' (I don't think I clicked that, but it was selected…1 -
Getting tax planner to work with IRA distributions
I'm just retired and transitioning from salary income to IRA + Social security income. Based on some other discussions in here, I have set up a monthly sale+withdrawal/transfer from my IRA at Va…1
