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Re: Entering Transfers Between IRA Accounts
"How can I get the transfer to result in XIn in the action column?" You can't - at least not directly. Quicken is programmed such that cash coming in is a contribution. When I have need to …4 -
Re: Stop auto Release Updates
Use Windows User Access Control (UAC) You can get there via the Windows search box - UAC. Make sure the setting is one of the top two where Windows notifies you if an app tries to make a change.0 -
Re: Share Balance Error
Your records associated with the 6/6/22 20:1 stock split are messed up. The Bought of 76 shares on that date is not applicable and should be deleted (apparently). On that date, your holding (shares h…0 -
Re: How to add a Cusip to a bond when not entered w/the bond purchase. Need to track prices.
Edit Security Details. Change Security Type to something other than Bond. Change the ticker / symbol as desired. Accept the Merge prices option. Accept or decline the delete prices option. Change typ…-1 -
Re: Improve handling of IRA distributions, including QCDs and Roth conversions
I've seen this issue mentioned before and never quite understood. My understanding is that an individual has an entire RMD requirement based on all the applicable IRA accounts. I suspect that is bot…-1