How can I transfer deceased husband's IRA brokerage accounts into my brokerage account?

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iufan
iufan Member ✭
in Investing (Windows)
TdAmeritrade transferred, but I cannot seem to accomplish this in quicken.

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  • Tom Young
    Tom Young SuperUser ✭✭✭✭✭
    Answer ✓
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    Two transactions, one "Cash Transferred out of Account" for all the cash in the IRA and one "Shares Transferred Between Accounts" ("All Securities") should accomplish that.

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  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
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    What happened in real life?
    Was your husband's account closed and the holdings transferred to a new account in your name? (most likely)
    Or were the securities sold in your husband's account, the cash transferred to a new account, and different securities purchased?
    Or were the securities or cash proceeds transferred to an existing account in your name?
    QWin Premier subscription
  • Tom Young
    Tom Young SuperUser ✭✭✭✭✭
    Answer ✓
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    Two transactions, one "Cash Transferred out of Account" for all the cash in the IRA and one "Shares Transferred Between Accounts" ("All Securities") should accomplish that.

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