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How do I set tax attributes for an account?


  1. Choose Tools menu > Accounts List
  2. Select the account you want to work with, and then click Edit.
  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.

Tax-deferred accounts include 401(k), 403(b), IRA, SEP-IRA, and Keogh plan.  See below to add or change tax attribute information for one of these retirement types.


  • Leave the Transfers In field blank.
  • In the Transfers Out field, select Form 1099-R: Total IRA Gross Distrib.
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