Quicken Tax Line accounting for withholding of Fed and State taxes , taxable account

Andrew <[email protected]> Tue, 3 Dec 2024 16:35:43 -0500
Newsgroups alt.comp.software.financial.quicken
Organization A noiseless patient Spider
Message-ID <[email protected]>
I am trying to find what the best tax line in setting up a Quicken 
'category' would be for categorizing the withholding of Federal and 
State Taxes for a *taxable* withdrawal; not an RMD from a IRA or 401K 
account.

I changed these dividend re investments to taking the cash, and also 
permitted direct withholding of both estimate Fed and State taxes by the 
FI. (I am not sure if these withdrawals will show up in a 1099-B form or 
other 1099 form although I assume they have to.  1099-B perhaps?  But 
that form is not in the list that Quicken already provides.)

Any suggestions? I suppose during the tax season I'll find out where 
they are really reported and can modify my procedures then, but someone 
here must have come across this already.
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Regards -

- Andrew