when manually inputting IRA sales transactions within a mutual fund to the sweep account,

I get a drop down window: Your making a contribution to an IRA before 4/15. Which tax year is this for 2020 or 2021. How do I stop this?
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Best Answer

  • Frankx
    Frankx SuperUser ✭✭✭✭✭
    Accepted Answer
    Hi @Dave Boyd,

    Unfortunately, you cannot stop that question from popping-up. 

    As I would expect, it is Quicken's way of making sure that a transaction which occurs within a time frame that could relate to either of two tax years, is applied to the proper tax year.  I would view it as being a control that helps users to make sure their data is correctly entered.  But that is only one person's view.

    Frankx

                      Quicken H&B-Subscription Ver. 34.24 - Windows 10-Home Version
                                             - - - - Quicken User since 1984 - - - 
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Answers

  • Frankx
    Frankx SuperUser ✭✭✭✭✭
    Accepted Answer
    Hi @Dave Boyd,

    Unfortunately, you cannot stop that question from popping-up. 

    As I would expect, it is Quicken's way of making sure that a transaction which occurs within a time frame that could relate to either of two tax years, is applied to the proper tax year.  I would view it as being a control that helps users to make sure their data is correctly entered.  But that is only one person's view.

    Frankx

                      Quicken H&B-Subscription Ver. 34.24 - Windows 10-Home Version
                                             - - - - Quicken User since 1984 - - - 
      -  If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you.  -