2:49pm -0000 06/11/26 Sherlock <[email protected]> wrote:

>We track distributions from traditional retirement accounts as deferred 
>income by adding a pair of balanced splits to the transfer transaction.

>For example:

>Assets:Banking:Checking                100.00
>Assets:Investing:IRA                   100.00
>Income:Deferred                        100.00
>Income:Deferred:IRA                    100.00

>Income:Deferred:IRA is flagged as "Tax Related" with the "F1099-R IRA total 
>dist - taxable" TXF category.

Your accounts are going to balance with this approach, sure. But I'm 
entering RMD as a liability when it becomes known, with a January 1 date, to 
track it within the bookkeeping program as there are taxes to pay.
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