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How To Set Tax Attributes for an Account

Updated: 8/11/2011 | Article ID: GEN82283

  1. Choose Tools menu > Accounts List.
  2. Select the account you want to work with, and then click Edit.
    Quicken opens the account Overview or Summary tab, depending on whether this is an investment or non-investment account.
  3. If this account contains tax-deferred funds, make sure that the Tax-Deferred Account option is selected.
  4. Click Tax Schedule Info.
  5. In the Transfers In list, verify or select the tax form line item to associate with funds that you transfer into the account.
  6. In the Transfers Out list, verify or select the tax form line item to associate with transfers out of the account.

Notes

Tax-deferred accounts include 401(k), 403(b), IRA, SEP-IRA, and Keogh plan. If you need to add or modify tax attribute information for one of these IRA types, click a link to learn more:

 
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