Quicken Community is moving to Single Sign On! Starting 1/22/21, you'll sign in to the community with your Quicken ID. For more information: http://bit.ly/CommunitySSO

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 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.

Howdy, Stranger!

It looks like you're new here. If you want to get involved, click one of these buttons!

Sign In Register

Categories