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    • convert a brokerage account to an IRA account crashes Quicken

    Member ✭✭
    edited March 22 in File Conversion and Backup (Windows)

    I have realized that one of my accounts was not assigned correctly as an IRA account type and want to convert from the existing brokerage account type. I have performed the conversion several times with all attempts crashing Quicken and the account remains identified as a brokerage account. I have several years of transactions and would like to keep the history of this account.

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    Best Answer

    • Quicken Windows Subscription SuperUser ✭✭✭✭✭
      Answer ✓

      Try resetting the Show cash option to No and then the conversion. Generally, that option is not available for IRA-type accounts.

    Answers

    • Quicken Windows Subscription SuperUser ✭✭✭✭✭

      Explain how you are doing this conversion so that someone can see if you are doing it wrong or suggest a better method.

      -splasher using Q continuously since 1996
      - Subscription Quicken - Win11 and QW2013 - Win11
      -Questions? Check out the Quicken Windows FAQ list

    • Quicken Windows 2017 SuperUser ✭✭✭✭✭

      I suspect the OP has a brokerage account set to tax deferred, which exposes a button on the Account Details to convert to 401(k) or IRA. Clicking that button triggers the crash.

      Quicken user since Q1999. Currently using QW2017.
      Questions? Check out the Quicken Windows FAQ list

    • Member ✭✭

      Account is setup as a brokerage account with "tax deferred" to Yes and "Show cash in a checking account" as a Yes as well. Also set is the tracking method as Complete (position and transactions). to begin the process i change the "Show cash in a checking account" to No and I see the selection to "Convert to 401k/IRA/529". Once I select this conversion Quicken crashes.

    • Member ✭✭

      Using Quicken Classic Premier version R61.20, Build 27.1.61.20 W10 enterprise pc

    • Quicken Windows Subscription SuperUser ✭✭✭✭✭
      Answer ✓

      Try resetting the Show cash option to No and then the conversion. Generally, that option is not available for IRA-type accounts.

    • Member ✭✭

      Yup, that worked! Thank you. Changing the cash option first and then the conversion was the right sequence… guess doing both "simultaneously" is not a viable solution.

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