All, I'm stumped with the below Quicken 2007 situation and would appreciate any insight. Facts: - I am using Quicken 2007 - I have a Checking account and 401k Account setup - I have 401k contributions (mine and matching) as items in my budget. - I have a paycheck setup with the 401k contributions being moved from read more...In article: 401k Contributions and Budgeting (Quicken 2007)
I sold a house last year, but never received a 1099-S. I've read that it should come from the closing agent, but more specifically its said your RE agent, your title company, or your mortgage company. So which is right? I live in IL if that makes the difference. read more...In article: Who should send me a 1099-S?
My employee mistakenly voided a credit card transaction. How do you undo that? If I go to the VisaNetTransaction table and go to the original transaction number and then change the "status", does that bring it back into the batch? (I have not settled the original or voided transaction). If this read more...In article: How to undo a voided transaction
My company was sold and the company's Employee Stock Ownership Plan was terminated as a result of the sale. All participants are, of course, required to take distributions either in the form of a rollover or in cash or a combination of the two. I would like to read more...In article: Rollover ESOP to Roth IRA
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author: Stan Brown posted 01-14-2017I've been reading Pub 590-B, and I'd just like to make sure I'm reading it correctly. I'm currently in my mid-60s, several years away from both 59½ and 70½. I'm still working. I opened my Roth... read more »
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