Cash infusion


Why is the cash infusion from the "x" annuity not showing up in white?

You incorrectly have the tax type set to Tax-Deferred Qualified.  When the income occurs won't it be sent to them directly?
At that point the tax type is Taxable.  Set this to Taxable.  This column is not the tax type of the account but the tax character of the income received.
Once you change it to Taxable you will see it show up as white.

Just to clarify "why" that is... is because the Retirement Graph is an after tax graph.
If you push an infusion directly into Tax Deferred then it won't show up but instead just increases the balance in the qualified accounts.

Have more questions? Submit a request


Article is closed for comments.
Powered by Zendesk