How to enter an indirect rollover purchase in IRA account?

tspencer
tspencer Member ✭✭
edited January 2019 in Investing (Windows)
I took a withdrawal of shares from one account (401k or IRA, don't think it matters) into my checking account. Within 90 days, I reinvested the funds into a different SEP-IRA account, which the brokerage has classified as a Rollover. Quicken Tax Schedule reports it as "SEP deduction, self". I am about to transfer transactions to TurboTax. Will I just need to "fix" things in TurboTax, or is there a better way to categorize the indirect rollover in Quicken?

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  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited January 2019

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

  • tspencer
    tspencer Member ✭✭
    edited January 2019
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