IRA Distribution
in [Quicken]
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From: PSJ on 16 Sep 2005 12:46 "JM" <zado_38(a)yahoo.com> wrote in message news:1126882083.145924.14570(a)g47g2000cwa.googlegroups.com... > Is the this tax attribute assigned to "Transfers Out:"? > Yes, Transfer In is blank, transfer out has tax schedule info.
From: JM on 16 Sep 2005 13:01 PSJ wrote: > "JM" <zado_38(a)yahoo.com> wrote in message > news:1126882083.145924.14570(a)g47g2000cwa.googlegroups.com... > > Is the this tax attribute assigned to "Transfers Out:"? > > > > Yes, Transfer In is blank, transfer out has tax schedule info. Mmmmm? Looking at the Tax Sched Report Select Customize > Adavanced Transfers should by default show 'Include All' Is this ok?
From: PSJ on 16 Sep 2005 13:21 "JM" <zado_38(a)yahoo.com> wrote in message news:1126890089.485162.93700(a)g47g2000cwa.googlegroups.com... > > PSJ wrote: >> "JM" <zado_38(a)yahoo.com> wrote in message >> news:1126882083.145924.14570(a)g47g2000cwa.googlegroups.com... >> > Is the this tax attribute assigned to "Transfers Out:"? >> > >> >> Yes, Transfer In is blank, transfer out has tax schedule info. > > Mmmmm? > > Looking at the Tax Sched Report > > Select Customize > Adavanced > > Transfers should by default show 'Include All' > > Is this ok? > Yes, the Include all is checked, I have not attempted to customize this report except to change dates to check info from last year. -- PSJ
From: JM on 16 Sep 2005 22:03 As a test, can you enter a transfer from the IRA to a different account - say your checking account or a regular savings account - one that is not tax-deferred. See if this shows up in the report. I've done some work on this and find that transfers from an IRA to either my checking account or to my regular brokerage account both work fine. You might want to do test work in a copy of your file set. I generally keep a copy named 'Test' to do my experimenting in.
From: PSJ on 17 Sep 2005 09:21
"JM" <zado_38(a)yahoo.com> wrote in message news:1126922636.499520.232760(a)f14g2000cwb.googlegroups.com... > As a test, can you enter a transfer from the IRA to a different account > - say your checking account or a regular savings account - one that is > not tax-deferred. > > See if this shows up in the report. > > I've done some work on this and find that transfers from an IRA to > either my checking account or to my regular brokerage account both work > fine. > > You might want to do test work in a copy of your file set. I generally > keep a copy named 'Test' to do my experimenting in. > The acc't that I had transferred to is a regular brokerage acc't that is not tax deferred. However, I did try transferring to another acc't & -- it was in the report; I can't figure out why & of course, it was now in the wrong acc't. So I transferred the whole am't to the proper acc't & things are now as they should be. I did validate the original file set when I found that the disbursement didn't show in the report; this showed no errors & did not change the result. Thanks for your help. -- PSJ |