401k exchanges reported as taxable gains

Unknown
Unknown Member
edited December 2018 in Investing (Windows)
Quicken 2017 Premier. Why are transactions from my 401K account showing up on the Schedule D Tax summary. The account is defined as a "401K or 403(b)"account and is marked as Tax Deferred. According to the Tax Summary we have huge capital gains. However the transaction generating the gain was an exchange within the 401K account, which is a non-taxable event,
Has anyone ever run into this before?

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  • J_Mike
    J_Mike Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited December 2018
    QWin & QMac (Deluxe) Subscription
    Quicken user since 1991

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited December 2018

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • J_Mike
    J_Mike Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited December 2018
    QWin & QMac (Deluxe) Subscription
    Quicken user since 1991

  • J_Mike
    J_Mike Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited December 2018
    QWin & QMac (Deluxe) Subscription
    Quicken user since 1991

  • Unknown
    Unknown Member
    edited December 2018
  • J_Mike
    J_Mike Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited December 2018
    QWin & QMac (Deluxe) Subscription
    Quicken user since 1991

  • Unknown
    Unknown Member
    edited December 2018
  • J_Mike
    J_Mike Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited December 2018
    QWin & QMac (Deluxe) Subscription
    Quicken user since 1991

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