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Re: Which version to track stock holdings and charitable donations?
You should also note that Q can't record the tax w/h portion of an RMD in the IRA account. SO, you need to reflect the entire w/d as a transfer from the IRA to the taxable account and then split…1 -
Re: What is the Flag for in the community posts?
@BK If you click on that icon, you'll see that there are multiple options available, some of which are complaints others are just comments to the Mods.1 -
Re: What’s Going On Between Fidelity and Quicken?
@leishirsute Thanks for the list. I'll be watching, and will update with what I observe.1 -
Re: Fidelity: Fidelity Puritan Capital Gains Long transaction came as Deposit in Quicken
Curious, because a CGLong that I received on 10/14, in both my IRA and my wife's, came in properly.1 -
Re: Fidelity Download Issues After Recent Update [Edited]
@brian fidelity @es114 Restore from a backup that you created before the conversion … and then DON"T convert again until absolutely forced to. I'm holding off on the conversion also.2
