How do I record a 401(k) distribution?
Eventually, the happy day will arrive when you can finally start withdrawing money from your 401(k). Then you'll want to track your 401(k) distributions in Quicken. To do so, enter a transaction in your 401(k) account transaction list.
- In the Account Bar, select your 401(k) account.
- Click Enter Transactions.
- In the Enter Transaction list, enter a Sell transaction, and then refer to your statement to fill in the rest of the information.