1035 Annuity Transfer in Quicken 2005

Quicken Personal Finance Discussions - Quicken - personal finance software discussions 

Yahoo!   Google   Windows Live   del.icio.us   digg   Netscape

Subject Author Date 1035 Annuity Transfer in Quicken 2005 Don R 07-22-2006  Re: 1035 Annuity Transfer in Quicken 2005 JM 07-22-2006  Re: 1035 Annuity Transfer in Quicken 2005 Don R 07-22-2006  Re: 1035 Annuity Transfer in Quicken 2005 JM 07-22-2006  Re: 1035 Annuity Transfer in Quicken 2005 Don R 07-22-2006  Re: 1035 Annuity Transfer in Quicken 2005 danbrown 07-22-2006  Re: 1035 Annuity Transfer in Quicken 2005 Don R 07-22-2006
Posted by danbrown on July 22, 2006, 11:50 am Please log in for more thread options The answer depends upon which VERSION of Quicken you're using. In H&B 2005, I'd use a "Shares Transferred Between Accounts" transaction. db Posted by Don R on July 22, 2006, 4:31 pm Please log in for more thread options > The answer depends upon which VERSION of Quicken you're using. > > In H&B 2005, I'd use a "Shares Transferred Between Accounts" > transaction. > > db > I'm using Quicken 2005 Premier. You might have the answer on how to maintain my cost basis. If the shares are transferred out of the old account, the cost basis should go with them. Then I can sell the old shares and buy the new shares in the new account. Don Similar Threads Posted Q2004 Deluxe - TT 2005 Deluxe - no data transfer March 11, 2005, 10:18 am ANNUITY ACCOUNT February 5, 2009, 5:49 pm "Annutizing" an annuity April 27, 2009, 9:17 pm Annuity Deposit Setup September 7, 2008, 1:24 pm Data transfer from Quicken to Fundmanager July 18, 2007, 12:02 pm Transfer of Quicken 97 data to new computer with @+Q-2007 September 25, 2007, 11:47 am What action to transfer cash to non-quicken account February 8, 2009, 7:22 pm Transfer payee addresses from Quicken Software to Bill Pay July 27, 2008, 4:41 pm After upgrade 2009 to Quicken 2010 can not transfer between accounts November 14, 2009, 7:54 pm Quicken 2007 Deluxe Transfer USAA download to register April 16, 2007, 11:54 am