Roth conversion: Can I keep the original IRA's transaction history?
Options
RCinNJ
Member ✭✭✭✭
All my transactions are in the original IRA account, but all the assets have been moved to a new Roth IRA with a new account number. I tried deactivating and re-activating using the new account number, but this creates a new account without the full transaction history. I reverted to my last saved file with the old account so I can try again. Is there a way to point the old account to the new account number? The account is at Fidelity.
I tried deactivating the old account and reactivating using the new number but only the more recent transactions download.
Thanks!
QM 2020 Premier, Connection Type: Direct Connect
I tried deactivating the old account and reactivating using the new number but only the more recent transactions download.
Thanks!
QM 2020 Premier, Connection Type: Direct Connect
0
Best Answer
-
I would keep two accounts in the file, the old Traditional IRA and the new Roth IRA. Use the Transfer Shares transaction type to reflect the movement of the assets from the former to the latter. The old account will end up at zero value, but retain the transaction history. If you do not need to refer to it often, you may then want to hide the old account.Quicken Mac Subscription; Quicken Mac user since the early 90s5
Answers
-
I would keep two accounts in the file, the old Traditional IRA and the new Roth IRA. Use the Transfer Shares transaction type to reflect the movement of the assets from the former to the latter. The old account will end up at zero value, but retain the transaction history. If you do not need to refer to it often, you may then want to hide the old account.Quicken Mac Subscription; Quicken Mac user since the early 90s5
-
RickO, thanks for the answer. Not what I wanted but QM is missing so many features that seem obviously needed to me. I did have to put in starting values.0
This discussion has been closed.