change ira investment account to non ira
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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?
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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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 list0 -
I thought so. Thank you.0
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