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Re: Why does Quicken access the internet when I perform a local backup?
Click on File and look at the top entry in the file list at the bottom of the menu for the path to your data file. Then click on Copy or Backup file and Create a complete backup to see the backup pat…1 -
Re: Fix the annoying display issue in 'Specify Lots' window, please!
@veegee I agree you should not have to include log files with this report but you may find that no one will look at it unless the logs are included.2 -
Re: 2023 IRA contribution goes into 2024 tax planner
I see the same issue: I made an IRA contribution as a transfer from a checking account to a Traditional IRA dated 3/1/24 and when the Which year prompt was displayed, I selected 2023. The Transfers i…2 -
Re: Transfer In/Out values in the Tax Schedule of retirement accounts
I think you are correct on how Quicken treats the tax line items (AKA Tax Schedule) for transfers to and from tax deferred accounts. If you set the Transfers out to 1099-R:Total IRA taxable distrib, …2 -
Re: Improve handling of IRA distributions, including QCDs and Roth conversions
To track performance when shares are transferred between accounts, you must include both accounts. This will make the Investment performance Report and the Average Annual Return in the Portfolio view…2