change ira investment account to non ira

Unknown
Unknown Member
edited March 2018 in Investing (Windows)
Quicken 2016 Deluxe for Windows:
Some time ago I erroneously created an investment account as an IRA account. But it never was an IRA. How can I correct this error and make this account a regular brockerage account?

Comments

  • mshiggins
    mshiggins Quicken Windows 2017 SuperUser ✭✭✭✭✭
    edited August 2018
    From C. D. Bales:


    "How can I correct this error and make this account a regular brokerage account?"



    You cannot change the Quicken "Account type".



    But you can change a couple of the characteristics of the account:


    - You can remove the "Tax deferred" characteristic


    - You can change (or remove) the "Tax Schedule" categories for "Transfers in" and "Transfers out"

    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the Quicken Windows FAQ list

  • Unknown
    Unknown Member
    edited March 2018
    I thought so. Thank you.
This discussion has been closed.

Categories