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Re: IRA RMD distributions
@Glen Raggio No, you do not have to remember. You need to edit ACCOUNT details for the IRA account, the Tax Schedule button. Make the Transfers From selection as shown. Withdrawals from the IRA accou…1 -
Re: Cannot Rearrange Investing Accounts.
Retirement accounts are always separated from regular investment accounts. Can't change that sequencing.1 -
Re: Stuck with a Transferring Shares Between Accounts problem
Let’s start here everything transferred properly but one mutual fund. What went wrong with that one mutual fund transfer? The TSBA function should have generated one Remove Shares in the old account …1 -
Re: Stuck with a Transferring Shares Between Accounts problem
I am not surprised that the placeholder prevented the TSBA function from working for that security. I dislike placeholders so I keep them out of my accounts. My advice would have been to delete the p…1 -
Re: A Corporate Spin-Off Transaction has, I think, corrupted my data file
You seem to have a good understanding of what I was trying to say. I may have mis-stated about the appearance of daily unrealized gains. I seem to only get those if I customize an Investment Income r…1
