NotACPA ✭✭✭✭✭

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• Posts1.2K
• Comments26.2K

• Re: SoldX from IRA not showing as 1099-R taxable distribution

  NotACPA

  January 8
  [Removed - Disruptive]
  2

• Re: Taking RMD from Traditional IRA

  NotACPA

  March 2025
  Set the Tax attribute of your IRA to show withdrawals as "1099-R: Total IRA Gross Distribution", and get rid of that RMD category. Then, transfer the cash from your IRA to a taxable account…
  -1

• Re: anybody else having a miserable experience with quicken

  NotACPA

  November 2022
  Why to you blame Q for your issues with Chase? It's CHASE, not Q, that decided to change the connection type ...which precipitated the problem.
  1

• Re: RtrnCap & Share Balance Discrepancy

  NotACPA

  July 2018
  Not if you sell them for cost. And, the fact that Placeholders are involved states DEFINITIVELY, that the number of shares that you show in Q differs from the number of shares that the Brokerage is h…
  -1

• Re: RtrnCap & Share Balance Discrepancy

  NotACPA

  July 2018
  For a RTRN_CAP in a GNMA, you need so sell some portion of the GNMA in order to produce the money that's being returned to you. Creating Placeholders is not a good idea, as that messes with the …
  -1

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