Best Of
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Re: IRA RMD distributions
@Glen Raggio No, you do not have to remember. You need to edit ACCOUNT details for the IRA account, the Tax Schedule button. Make the Transfers From selection as shown. Withdrawals from the IRA accou…1 -
Re: IRA RMD distributions
https://community.quicken.com/discussion/comment/20524344#Comment_20524344 If you really did that as you said, look in Tax Planner and the transfer will show up in the Other Income, Taxable IRAs &…1 -
Re: IRA RMD distributions
I wouldn’t worry about it being a RMD. A RMD is just a regular distribution, nothing special except you can’t roll it over to another IRA account or ROTH. Enter it as a plain IRA distribution. See th…1 -
Re: IRA RMD distributions
https://community.quicken.com/discussion/comment/20524318#Comment_20524318 For the "cash transfer", use a "Cash transferred out of account" transaction in the IRA and in the Trans…1 -
Re: IRA RMD distributions
@Glen Raggio You are missing something. The cost basis for the transferred stock will be set based on the transfer date. "Shares transferred" will not record this properly. You should follo…1 -
Re: Change Security name on all transactions, missing stock splits
Thanks for the quick reply. I think I tried to edit the transactions. Yes, renaming the security in the Edit Details works. 😏The validation still reports possible missing splits. There was never a s…1 -
Re: Cannot Rearrange Investing Accounts.
Retirement accounts are always separated from regular investment accounts. Can't change that sequencing.1 -
Re: Windows running installation, quicken.msi not found?
I did I live chat and got it working again. Thanks for your help.1 -
Re: Please add "find/replace" feature to Mac (+2 Merged Votes)
Why is MAC the red-headed step-child when it comes to quick fixes? STILL WAITING FOR 'FIND AND REPLACE' FOR MAC. It's been planned for two years now.2 -
Re: Filter investments
Probably should add much more detail, like sorting by Date, Security, Action (sell, buy, div, reinvest, etc…). Wouldn't some of the filters be unique/specific to securities. Are you suggesting f…1
