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Posted by John Pollard on August 25, 2008, 1:07 pm
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Jeff wrote:
> I just installed/upgraded to Premier 2008 and am noticing an
> issue in
> the Retirement Planner. Under the Investments section, it is
> not
> showing my wife's 403(b) account. I have selected the check
> mark to
> show excluded accounts and it is not there.
>
> I also read some previous posts in this group that suggest
> checking
> account settings, etc. Nothing seems to make it show up. The
> account
> shows up fine in all other areas of the Quicken Program and it
> correctly shows that it is a 401(k)/403(b) account type.
>
> The only thing that sets this one apart from other accounts is
> that it
> is not available for online access since it is through AIG
> Valic.
>
> Is this is a known bug? Is there a known workaround I might
> try?
I don't use the retirement planner, so I wasn't going to
respond, thinking others would have better insights than I.
But, since no one else piped up ....
If what you're seeing is a bug, I don't think it's as
straightforward as your description.
We have one 401(k) here, and it appears in my Retirement
Planner.
I also created a new 401(k)/403(b) account in a test file, and
it appeared in the Retirement Planner.
I don't believe online access is involved; neither of the two
aforementioned accounts have online access.
I don't know how long you have had the 403(b) account and in how
many earlier versions of Quicken, but it is possible that
something about the way it was originally created (at one time
there were no 401k/403b Quicken accounts, you just used a
tax-deferred investment account), and/or something about the
conversion process(es) that is preventing Quicken from
recognizing the account for the retirement planner.
You could do a little testing to gather some more info. Backup.
Then add a new 401k/403b account to your Quicken file and see if
that account appears in the retirement planner. If it does, I
suspect conversion problems. If it doesn't appear, try creating
a New Quicken file, and adding a 403b account, then checking the
retirement planner. If that account appears in the planner, I'd
suspect some Quicken file corruption ... possibly fixed by
Validating a Quicken Copy of your data.
If nothing gets the existing account recognized by the planner,
but new accounts are recognized, you could consider creating a
new account and exporting the old account to a qif file, then
importing that to the new account. This could get problematic
if you have paycheck deductions (transfers) to the 403b account,
but it wouldn't hurt to try.
--
John Pollard
First initial underscore Last name at mchsi dot com
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