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  • Note for IRA accounts
    If this is an IRA account, Quicken identifies the entire opening balance as a contribution in the year that the account is added. If you want to edit the opening balance to assign contribution amounts to specific prior tax years, you can do so now:
    1. Scroll down to the blank transaction line at the bottom of the transaction list.
    2. Click Enter Transaction.
    3. In the Enter transactions field, select Cash Transferred into Account. Follow the on-screen instructions to create a cash transfer into the account for a prior tax year. Be sure to use the correct date for both the transaction and for the tax year assignment.
    4. Click Enter New if you need to repeat step 3 for prior tax years. When you're finished, click Enter Done.
    5. Go back to the top of the transaction list and change the Opening Balance to equal just the amount you actually contributed this year.


Info
titleNote for our Canadian Customers

The following terms will be different in the Canadian releases of Quicken.

Canada: "Cheque" / United States: "Check"
Canada: "Colour" / United States: "Color"
Canada: "Centre" / United States: "Center"
Canada: "Realise" / United States: "Realize"
Canada: "Behaviour" / United States: "Behavior"
Canada: "Analyse" / United States: "Analyze"

Additional Information

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