Best Of
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Re: zzz-Fidelity Updates
I am no longer getting DC updates, but also the EWC+ was throwing an error message. Called Fidelity at Quicken's urging (stated it was on their end). Fidelity rep told me that Fidelity has pause…1 -
Re: RMD Income
@volvogirl There should not be any Federal tax withholding from a QCD, but some states, including Connecticut, usually require that state taxes be withhheld from all IRA distributions, including QCDs…2 -
Re: RMD Income
Hi Jim, Thank you for your detailed post and for all the guidance you share with the community. Your explanations are always clear and really helpful. I was curious about the part where you suggest d…1 -
Re: What’s Going On Between Fidelity and Quicken?
https://community.quicken.com/discussion/comment/20515344#Comment_20515344 Yes, On September 19th, I created a new test file containing only Fidelity accounts and so far so good.1 -
Re: Unable to Add Spectrum Internet Online Bill
@Quicken Kristina Posting here to elevate this issue. I'm having the same one with Spectrum online billing. The dialog boxes ask for the account number and address for the account. After enterin…1 -
Re: New Fidelity Connection Method - Service Unavailable message [Edited]
Called Fidelity as suggested. Fidelity rep told me that Fidelity has paused conversions for everyone at this time due to all of the issues.1 -
Re: RMD Income
Another way of explaining why it is necessary to record the tax related transactions in a taxable account is that if the IRA is included in in the Tax reports and the accounts that the Tax Planner &q…1 -
Re: My experience, issues and questions after update to 8.3.0
I most definitely will. Thanks Kristina. And do note, QWIN had issues with this biller as well this month. I still think it is a bug somewhere between the online biller and a reminder for that biller…1 -
Re: New Fidelity Connection Method - Service Unavailable message [Edited]
I've tried it both way. Adding it as a new account from the menu toolbar, but also going into the account to attempt to set up online services. Both result in this same outcome. I have submitted…2 -
Re: R 64.19: improved portfolio x-ray not working
@Quicken Kristina Thanks for following up. The problem is still present, but it is slightly different from what I described earlier. My file is stored directly on my local hard drive. I am running R6…1
