Originally from ticket #10445.
Hello:
Please check this file. In Cash Infusions, I have added a couple of cash infusions to represent annuity payments, but they are showing up as grey colored inputs From Principal, not the white band in the graph that is from Other Income. Please help me to get them in the white Other Income status.
Thanks
Mark Richards
SOLUTION:
Mark,
The cash infusions do not show up if you direct them to flow into Tax-Deferred because the retirement income graph is more of an income picture of cash flow to pay expenses vs. money flowing into a tax-deferred account.
Look at the last column on Cash Infusions and set that to flow into Taxable. Even if the annuity payments were from a tax deferred annuity... once the cash is received it is then flowing into taxable accounts like someone's checking acct to be spent.