Changing the Owner of a Retirement Account

APOst
APOst Quicken Windows Subscription Member ✭✭
edited November 2022 in Investing (Windows)
Just set up a a link to investment accounts and let Quicken import what it would. The app found all our accounts at our institution, imported them, but then asked "who owns this account" but did not display what account it was talking about. So I need to find a way to go back and tell the app which IRA belongs to either me or my spouse. I've not found a way to do that. Is it possible?

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  • Rocket J Squirrel
    Rocket J Squirrel Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Go into the Account Details for each IRA.
    Click Tax Schedule at the bottom of the dialog.
    Set the Transfers In to "Form 1040:IRA contribution, {self or spouse, as appropriate}"
    Set the transfers Out to "1099-R:Total IRA taxable distrib."

    Quicken user since version 2 for DOS, as of 2025 using QWin Premier (US) on Win10 Pro & Win11 Pro on 2 PCs.

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