Best Of
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Re: Paycheck Transactions Show Incorrect Value in Registry and Reminders after Sync
Hello @minfar, "OSU" stands for "One Step Update". Hope this helps!1 -
One of two USAA credit card accounts doesn't download
I'm using Quicken Classic vR65,17 on Win 11 Pro. My wife and I have separate credit cards at USAA. I download all my accounts weekly. My USAA credit card transactions download properly, but my w…1 -
Re: One of two USAA credit card accounts doesn't download
Thanks for the info Alyssa. We have separate credentials. I am an authorized user. I allowed Quicken transactions at USAA from her PC but Quicken lives on my PC and doesn't update her account. I…1 -
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
