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Quickern 2015 multiple investment accounts

vharrell
Member ✭✭
I have pre-tax 401k and 457b accounts. They are both connected to quicken fine. However, in the paycheck setup, it will not allow me to have set up pre-tax contributions to more than one account. How can I do this?
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Why can't you do that? What happens? Because I have pre-tax deductions in my wife's paycheck that go to both her HSA account and to her 403b account.Q user since DOS version 5
Now running Quicken Windows Subscription, Home & Business
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
I don't know. I found a work around by doing a miscellaneous deduction and transferring the amount so the check balances. It grays out the option once the first one has been added.0
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In the Paycheck Wizard, can you put it in as "Other Pre-tax deduction" and transfer that to the other account?vharrell said:I don't know. I found a work around by doing a miscellaneous deduction and transferring the amount so the check balances. It grays out the option once the first one has been added.
Q user since DOS version 5
Now running Quicken Windows Subscription, Home & Business
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
That is what I ended up doing. I just thought It was just really odd that it wouldn't allow another type investment accountvharrell said:I don't know. I found a work around by doing a miscellaneous deduction and transferring the amount so the check balances. It grays out the option once the first one has been added.
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I'm curious. How is it that you have both a 401k and a 457b account? I thought that the participant eligibility was pretty much one or the other ... like 401k and 403b (which my wife has) are one or the other.vharrell said:I don't know. I found a work around by doing a miscellaneous deduction and transferring the amount so the check balances. It grays out the option once the first one has been added.
Q user since DOS version 5
Now running Quicken Windows Subscription, Home & Business
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
Where I work we have the option for both and can participate in both.vharrell said:I don't know. I found a work around by doing a miscellaneous deduction and transferring the amount so the check balances. It grays out the option once the first one has been added.
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