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.

  1. In the Account Bar, select your 401(k) account.
  2. Click Enter Transactions.
  3. In the Enter Transaction list, enter a Sell transaction, and then refer to your statement to fill in the rest of the information.

     

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.