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convert a brokerage account to an IRA account crashes Quicken

Ken217

I have realized that one of my accounts was not assigned correctly as an IRA account type and want to convert from the existing brokerage account type. I have performed the conversion several times with all attempts crashing Quicken and the account remains identified as a brokerage account. I have several years of transactions and would like to keep the history of this account.

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Accepted answers

q_lurker

Try resetting the Show cash option to No and then the conversion. Generally, that option is not available for IRA-type accounts.

All comments

splasher

Explain how you are doing this conversion so that someone can see if you are doing it wrong or suggest a better method.

mshiggins

I suspect the OP has a brokerage account set to tax deferred, which exposes a button on the Account Details to convert to 401(k) or IRA. Clicking that button triggers the crash.

Ken217

Account is setup as a brokerage account with "tax deferred" to Yes and "Show cash in a checking account" as a Yes as well. Also set is the tracking method as Complete (position and transactions). to begin the process i change the "Show cash in a checking account" to No and I see the selection to "Convert to 401k/IRA/529". Once I select this conversion Quicken crashes.

Ken217

Using Quicken Classic Premier version R61.20, Build 27.1.61.20 W10 enterprise pc

q_lurker

Try resetting the Show cash option to No and then the conversion. Generally, that option is not available for IRA-type accounts.

Ken217

Yup, that worked! Thank you. Changing the cash option first and then the conversion was the right sequence… guess doing both "simultaneously" is not a viable solution.