Lump sum pension rollover incorrectly appears on YTD income widgets. Fix?
I rolled a lump sum from a pension (setup as a Quicken retirement account) into a traditional IRA account. The rollover amount shows as a negative number associated with the traditional IRA account in both the Income Year-to-Date and Taxable Income YTD widgets on the Home→Summary page. It should not appear on either, as it is neither an income nor a taxable event, but I can't figure out how to get it to not appear.
The pension account has no taxable events defined for transfers in or out. The IRA only has a taxable event defined for transfers out. The rollover transaction does NOT appear on the Tax Summary report for 2023 or 2024. This is the correct behavior I'm trying to duplicate in the embedded widgets.
The pension account has cash balance update history since 1992 that I'd rather not lose, FWIW.
Ideas?
Quicken Classic Premier R54.16 Build 27.1.54.16 on Windows 10 Home