when manually inputting IRA sales transactions within a mutual fund to the sweep account,

I get a drop down window: Your making a contribution to an IRA before 4/15. Which tax year is this for 2020 or 2021. How do I stop this?
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Best Answer

  • Frankx
    Frankx SuperUser ✭✭✭✭✭
    Answer ✓
    Hi @Dave Boyd,

    Unfortunately, you cannot stop that question from popping-up. 

    As I would expect, it is Quicken's way of making sure that a transaction which occurs within a time frame that could relate to either of two tax years, is applied to the proper tax year.  I would view it as being a control that helps users to make sure their data is correctly entered.  But that is only one person's view.

    Frankx

                            Quicken Home, Business & Rental Property - Windows 10-Home Version

                                             - - - - Quicken User since 1984 - - - 
      -  If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you.  -

Answers

  • Frankx
    Frankx SuperUser ✭✭✭✭✭
    Answer ✓
    Hi @Dave Boyd,

    Unfortunately, you cannot stop that question from popping-up. 

    As I would expect, it is Quicken's way of making sure that a transaction which occurs within a time frame that could relate to either of two tax years, is applied to the proper tax year.  I would view it as being a control that helps users to make sure their data is correctly entered.  But that is only one person's view.

    Frankx

                            Quicken Home, Business & Rental Property - Windows 10-Home Version

                                             - - - - Quicken User since 1984 - - - 
      -  If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you.  -

  • jrgator
    jrgator Member ✭✭
    I am just the opposite. I can't get the pop-up to come on. I want to assign the IRA contribution to a prior year and I can't figure out how to do it without that pop-up. I was getting it last year but not now. Any ideas?
  • Frankx
    Frankx SuperUser ✭✭✭✭✭
    Hi @jrgator,

    I suggest that you try this:

    1) Open the IRA account's register;
    2) Click on the IRA contribution transaction;
    3) "Right-Click" anywhere in the transaction and select "Edit";
    4) In the popup window, you should see a "Tax year" field > change the year to the correct one and click "Enter/Done"

    Let me know how that goes.

    Frankx

                            Quicken Home, Business & Rental Property - Windows 10-Home Version

                                             - - - - Quicken User since 1984 - - - 
      -  If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you.  -

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