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Changing the Owner of a Retirement Account

APOst

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

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."

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