If you are not maintaining the same securities, it is best to close your old IRA account in Quicken and start a new account based on your new Roth IRA. This scenario is for Roth conversions in which you maintain your investment in the same security. This is regardless of the taxability of accounts. Follow this method to preserve the total return and/or capital gains basis at any point in time so performance can be monitored. If you have converted your actual IRA account to a Roth IRA account, and now need to update Quicken to properly track this change, follow these steps. You converted your traditional IRA to a Roth IRA and need to track the change in Quicken: Your approach to changing the IRA in Quicken will depend on which situation applies to your account. There are two situations that can lead to changing a Traditional IRA to a Roth IRA in Quicken.
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