IRA "trustee to trustee" transfer

Quicken Personal Finance Discussions - Quicken - personal finance software discussions 

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

Subject Author Date IRA "trustee to trustee" transfer JRoss 04-15-2009  Re: IRA "trustee to trustee" transfer jrossitter 04-15-2009
Posted by JRoss on April 15, 2009, 12:29 pm Please log in for more thread options I there a way in Q (2009) to record an electronic transfer of IRA assets from one institution to another, or should I create "phantom" deposits and withdrawals in my checking account to accomplish this? FWIW the sale occurred on day 1, and the purchase occurred on day 2, and one fund group has transaction downloads, while the other doesn't. Posted by jrossitter on April 15, 2009, 4:03 pm Please log in for more thread options > I there a way in Q (2009) to record an electronic transfer of IRA > assets from one institution to another, or should I create "phantom" > deposits and withdrawals in my checking account to accomplish this? > FWIW the sale occurred on day 1, and the purchase occurred on day 2, > and one fund group has transaction downloads, while the other doesn't. Nevermind; I found the answer--deposit cash to second account. Before I saw the scroll arrow only cash accounts seemed to be recipient choices. Similar Threads Posted Dividend and Transfer July 1, 2006, 11:12 am transfer not income December 7, 2006, 3:45 pm Split a transfer? May 20, 2007, 10:39 pm Transfer to new computer September 17, 2007, 11:06 am Transfer to new computer January 31, 2008, 6:25 pm Share Transfer June 22, 2006, 2:05 pm How to Transfer from one bank to another? March 26, 2009, 12:51 pm Online Transfer January 14, 2010, 5:36 pm transfer money between accounts February 10, 2007, 1:22 pm How do I transfer a transaction from one account to another? October 9, 2007, 4:17 pm