Help moving a dividend

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System
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in Investing (Windows)
This discussion was created from comments split from: Security Field Greyed Out?.

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  • Paul Lipton
    Paul Lipton Member ✭✭
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    I received a dividend from a mutual fund in one account and want the income transferred to another account. This is required for tax purposes This used to work before the latest Quicken Update. Now the only way to accomplish this is to use a separate transaction to move the cash to the other account.
  • Bob_L
    Bob_L SuperUser ✭✭✭✭✭
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    The tax treatment should be recorded from the dividend transaction, and not the transfer assuming this is not an IRA.  Was the transaction downloaded?  If you edit the div transaction there should be the option there to select a transfer account.  more info about what you have done and are seeing would be helpful.

    Quicken Business & Personal Subscription, Windows 11 Home

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