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Re: Register Account Overview issue with Earliest Date (Bug needs fixed)
I found the path you were on -- from a cash account register, customize icon, Account Overview selection (should be Ctrl-Shift-O, but that didn't work for me). The bar graph defaults to last 12 month…1 -
Re: Improve handling of IRA distributions, including QCDs and Roth conversions
@djhc12a As of now, there is not a better way of handling that. You are following the recommended (by SuperUsers) path. Whether something develops from this Idea post to improve the process is an unk…1