Best Of
-
Re: Sign into CitiBank Failed Again
update: worked only after pressing the Back button…1 -
Re: SoldX from IRA not showing as 1099-R taxable distribution
The challenge, as I see it, is that it requires the program, tax planner and tax reports, to review and evaluate transactions in those accounts while those accounts are otherwise excluded from the pl…0 -
Re: SoldX from IRA not showing as 1099-R taxable distribution
@q_lurker, I don't know if SMF IRA are the norm or the exception, but in many cases, an IRA isn't a SMF and Quicken should still handle it appropriately. It seems to me all the __X Out tran…0 -
Re: SoldX from IRA not showing as 1099-R taxable distribution
Here is Q S response to this question: Me: A WithdrawalX transaction enters a 1099-R Tax Item which shows as Income, as expected. But a SoldX does not. Is there a way to set SoldX as a 1099-R Tax Ite…1 -
Re: SoldX from IRA not showing as 1099-R taxable distribution
This is odd. It appears to me that this might be a bug as I was able to duplicate it. I set up a test SoldX transaction in an IRA account for 12/31/2025 with the proceeds transferred to a checking ac…1 -
SoldX from IRA not showing as 1099-R taxable distribution
In years past, I entered WithdrawalX transactions from my IRA to my checking account and Q entered this as a Tax Item 1099-R Total IRA taxable distribution, as expected. Last year I entered the same …1 -
1099-R transactions no longer Appear on Tax Schedule
Running Qm version Version 7.7.1 (Build 707.53346.100) ,macOS 12.7.5.. For reasons I'm unable to figure out I no longer show 1099-R transactions on the tax Schedule. I noticed this the other day…1 -
Re: Really messed up RECONCILE of both checking/savings account and SAVED both, any way to undo so I can
If some amount of time has passed since the messed-up reconcile and you don't want to restore to an old backup, you certainly can "un-reconcile" by changing the "R" in the Cl…6 -
Re: Missing downloaded transactions from reconciliation register
I was able to take a screenshot of where I was looking for the “validate and repair” option [Edited-Screenshot]1 -
Re: Changed password on RBC Wealth Management, now cant download transactions
Alyssa, Uploaded the logs this morning, 536 CST. "RBC Wealth Management login error" was the subject. thanks..1
