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Re: Returns-Year to Date
or you could review our prior discussions, where we covered much of the same ground. Here is a sampling. https://community.quicken.com/discussion/7881125/investing-portfolio-year-to-date-returns-a-jo…1 -
Re: Issues with one step update and resulting placeholder transactions
Issue 1: Often the FI download server does not update right away. Going forward, when Quicken reports a discrepancy, you should consider creating a Placeholder as a last resort. Since you have alread…1 -
Re: Moving shares between accounts shows an incorrect transfer value (Roth Conversion)
When tracking Roth conversions, I have focused on getting the Tax reports and Tax Planner correct. My conversions have all involved moving cash, but if the shares were moved in kind, I think you migh…1 -
Re: Line item missing from printed Tax Planner
I see the same issue as @halpate reports. Steps to reproduce: Create a new, empty Quicken file In the Tax Planner, go to the Wages section and enter Personal wages of $300,000 Go to the Interest/Divi…1 -
Re: Line item missing from printed Tax Planner
There is no NIIT unless your AGI is over I think $200,000 for single filers or $250,000 for joint. That may be your issue.1
