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Re: Revisitng-IRA Distribution from my JPM IRA Account
I agree with @CaliQkn's explanation. The two methods are equivalent. With my method, the IRA ends up with one WithdrawX transaction which transfers the gross amount to the taxable account. This …1 -
Re: New Fidelity Connection - Incorrect # of Shares/Missing Investment Accounts [WIN]
I can't confirm this, but the transition dialog lists all of your Fidelity accounts. Maybe if a user has several Fidelity accounts and/or uses the "Use large fonts" option, the "R…2 -
Re: Where is the Quicken Team Response on Fidelity?!
So far, all we have is this Alert and a request that anyone who is having problems use the Help > Report a Problem link to send a report with a sanitized data file and their logs. https://communit…0 -
Re: Merrill Lynch and Fidelity and EWC+, OH MY! (We're not in Kansas anymore, Toto)
That looks like a good letter. You might also include links to the main discussion threads, so the account execs can get a flavor for the issues and dissatisfaction that have arisen. Here are example…1 -
Re: Revisitng-IRA Distribution from my JPM IRA Account
You should not have a Category in the IRA, it should show as a WithdrawX with the taxable account as the destination. If you go to the Account Details for the IRA, click on Tax Schedule and set Trans…1
