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Re: Old Question - Disconnect between tax status of account and its transactions
If one excludes the IRA accounts, how does one account for the income generated by the distribution from that account? The distribution must be a transfer from that IRA account to a taxable account. …1 -
Re: Transfering stocks from one brokerage to another?
Option 1: If the receiving brokerage is new and the old brokerage is going away … Disable the online connectivity to the old account (if applicable) Change the FI to the new brokerage Enable the conn…1 -
Re: Investing Tab Portfolio View Not Displaying Dividends For Mutual Funds
If I have all this right: Dividend Yield - Downloaded. Annual Value. % of 'recent' market value. Also shows in the "Quote" data of the Security Detail View (Div Yield) but may sho…1 -
Re: The Community Meetup- October 2025
Regarding Tags as presented above: The point is made about Quicken MAC uses hierarchical tags. As a Quicken Windows user, I don't really know what that means. Anyway, later it is cited as a best…2 -
Re: Holdings view: Need % of Total Account & Ability to Customize
@J92130 Honestly, I am not trying to be antagonistic on this or disagreeable. I see the quick value in the Holdings view. My problem as I see it - while one user (you) might value Market (%) greatly,…1
