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Re: How do I record a conversion of a Traditional IRA to Roth IRA in Quicken?
A contribution to a Roth IRA is not a taxable event thus the Tax Line Item should be blank. Disclaimer: I am not a tax advisor. Consult your tax advisor.2 -
Re: CSV File Import for Banking Transactions not working
Maybe it honors the date format you have selected in Quicken, or perhaps the Windows date format. What format does your version of Quicken use when displaying dates?1 -
Re: Investment transaction screen
Detailed instructions: Sometimes a Quicken update switches one or more investing accounts to "Simple" mode. In Simple mode you will see a dashboard with 4 big squares instead of your invest…1 -
Re: CSV Investment Import Error Off by One Cent
@Quicken Kristina Please note that this issue has also been reported here https://community.quicken.com/discussion/7968168/is-there-an-error-importing-csv-investment-file-into-a-brokerage-account and…2 -
Re: How do I record a conversion of a Traditional IRA to Roth IRA in Quicken?
Quicken says they are working on an improved way of entering Roth conversions and other distributions from tax deferred accounts. It has been in the "Planned" state since August 2023. Until…7
