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Re: Implement Health Savings Accounts (HSA) (6 Merged Votes)
An HSA is tax exempt, not tax deferred. Normal (health-related) distributions and (helath-related) transfers do NOT incur any tax liability. So please tell me what are the "special tax attribute…2 -
Re: Implement Health Savings Accounts (HSA) (6 Merged Votes)
HSA contributions are reported on Form 8889 and then go to Schedule 1 (Form 1040) Line 12. Actually, Quicken does have a provision for Tax Exempt earnings for Roth IRAs. HSAs could be implemented sim…4 -
Re: Implement Health Savings Accounts (HSA) (6 Merged Votes)
My HSA is funded directly by me, not by an employer, so "Pre-Tax Deductions" is irrelevant. Instead, transfers to my HSA need to be HAS Contributions (analogous to IRA contributions). The e…4 -
Re: PNC Bank - Error CC-508 downloads?
It seems like PNC could have generated a much more-appropriate error message and/or a special pop-up explaining the situation! I also agree that Quicken (and their vendor, Intuit) should have resolve…2 -
Re: Can't download from LPL Financial. I contacted LPL financial and they said it is not on their end.
Quicken for Windows, however, does claim to support Express Web Connect with LPL Financial. Too bad it can't be set up!1