Create a function to Convert IRA to Roth

scampsrp

When is Quicken going to add a function to convert IRAs to Roth conversions so we don't have to go through 6 different steps to make it happen. How hard can it be to add "Conversion" to the drop down transaction box and either convert cash or holdings to a Roth account.

BK

Here is the idea post which has been accepted but no plans yet.

https://community.quicken.com/discussion/7864626/improve-handling-of-ira-distributions-including-qcds-and-roth-conversions