Fidelity reporting of roth conversion shows cash amounts incorrectly

jggrega451
jggrega451 Quicken Windows 2017 Member
edited 4:13PM in Registers & Transactions (Windows)

Transactions for a Fidelity IRA to Roth for in kind transfer shows incorrect cash amounts in both Quicken accounts.

[Edited - Readability]

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @jggrega451,

    Thank you for reaching out. To help troubleshoot, please provide more information. Are the problem transactions ones that downloaded from Fidelity? If not, then were they manually created? How is the cash amount incorrect? Are you able to see what is throwing the balance off (for example, cash amounts being represented as a security instead of as cash)?

    I look forward to your response!

    Quicken Kristina

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