529 set up correctly but quicken lists it as taxable

RWWW
RWWW Quicken Windows Subscription Member ✭✭
edited September 13 in Registers & Transactions (Windows)

I have 4 529 accounts set up in quicken. 3 are listed in the non-taxable account list while 1 is listed in the taxable account list. They were all set up similarly and I can't seem to find a way to move the 1 in taxable to non taxable. I tried deleting it and reestablishing to no avail. Please advise.

Answers

  • [Deleted User]
    [Deleted User]
    edited August 12

    @RWWW for that one account, go to the General tab in Account Details and check that this setting is set to "Yes" -

    image.png

    The other thing to check is the Account Intent in the Display tab. It should be set to "Retirement" -

    image.png

    The Account Intent section may not be there depending on the type of account and/or the Tax deferred setting.

  • RWWW
    RWWW Quicken Windows Subscription Member ✭✭

    thank you. The account intent doesn't come up on my account, however, I changed the account from tax deferred to taxable and then back to tax deferred and it solved the problem.

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