Transfer cash between IRA accounts treated as a contribution.

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I transferred cash from one IRA account to another.  Quicken is incorrectly treating the transfer-in as a 2019 contribution.

This problem was identified in an earlier conversation.  That conversation was not resolved but was closed.

Quicken 2017 Premier R17.4 on Windows 10

Tom Young

Here's one way of handling this situation:



In the "from" Account enter the cash reduction using the same Account as the offset to the transaction. In the"to" Account enter the cash increase using that same Account as the offset. Make a memo entry in both Accounts reminding you what you did.

q_lurker