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Re: SoldX from IRA not showing as 1099-R taxable distribution
[Removed - Disruptive]2 -
Re: Tracking Computershare Accounts
Echoing @Tom Young. Q should always mirror reality. If Computershare creates a different account for every security, you should do the same thing in Q. Computershare goes by several names in Q, but a…1 -
Re: Implications of creating a new checking account that matches another current account
In a new account, you'll probably only be able to download about 90 days of transactions.1 -
Re: How do I start my balance on a specific date?
Why? Do you have checks written in 2025 that didn't clear your bank before 12/31? How about credit card purchases? All of those should be in your current/new data file. And, not matter when the …1 -
Re: Bookmark count is 2 but: No discussions Found
Actually, I reported this same issue several months ago. The Mod's acknowledged it … but nothing happened. And since the number is 2 for apparently everyone, it doesn't seem to be a user-sp…2
