How to handle Roth conversion? [edit]

bellapop7

My husband and I just did a Roth conversion from his IRA. Ameriprise listed it as a withdrawal on our statement, with number of shares and total amount. I don't find any way on Quicken classic for windows to enter the two stock transactions in a way that takes the correct number of shares at the proper valuation out of the IRA account and get them into the ROTH account.

miklk

See this link that addresses the conversion:

https://community.quicken.com/discussion/7912069/how-do-you-record-an-roth-conversion

miklk

See this link that addresses the conversion:

https://community.quicken.com/discussion/7912069/how-do-you-record-an-roth-conversion