Additional 401(k) Information

In the Additional 401(k) Information dialog, enter the appropriate employer and account information, and then click OK.

• Enter the name of your employer (if this is an account you opened with a previous employer, and it is still administered by that employer's 401(k) plan, enter that previous employer's name).
• Click to choose whether this account is with a current or previous employer, whether the account belongs to you or your spouse, and whether the employer contributes to this account.

Notes

When Quicken adds a 401(k)/403(b) account, it also creates a special tax impact account. This account tracks all the transactions associated with your retirement account that can have an affect on your taxes (for example, if you withdraw funds from your retirement account prematurely). Quicken uses this information in some tax reports and planning tools. The tax impact account does not appear in your Account List, but you can drill down to tax impact account transactions in tax reports. You should not edit or delete such transactions, or the account itself, in any way.