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change ira investment account to non ira

unknown

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?

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mshiggins

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"

unknown

I thought so. Thank you.

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