Jim_Harman ✭✭✭✭✭

  • Re: zzz-Fidelity Updates

    Jim_HarmanJim_Harman
    Security share prices from OSU do not come from Fidelity or any brokerage. They should be correct, whether DC or EWC+ is used, correct? The prices AAR is talking about are likely for non-public funds…

  • Re: RMD Income

    Jim_HarmanJim_Harman
    @BougaTech Please review my post from a few minutes ago. If you look elsewhere in the Tax Schedule report, you will see that if the IRA account is included in the report, dividends and capital gains …

  • Re: RMD Income

    Jim_HarmanJim_Harman
    @volvogirl There should not be any Federal tax withholding from a QCD, but some states, including Connecticut, usually require that state taxes be withhheld from all IRA distributions, including QCDs…

  • Re: RMD Income

    Jim_HarmanJim_Harman
    Another way of explaining why it is necessary to record the tax related transactions in a taxable account is that if the IRA is included in in the Tax reports and the accounts that the Tax Planner &q…

  • Re: R 64.19: improved portfolio x-ray not working

    Jim_HarmanJim_Harman
    @Quicken Kristina Thanks for following up. The problem is still present, but it is slightly different from what I described earlier. My file is stored directly on my local hard drive. I am running R6…
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