Okay, what just happened? I'm using QW 2007. I have been working on a
401(k)-to-IRA rollover. I had the new IRA account opened at Fidelity. Then, in Quicken, I clicked on Investing, Investing Accounts, Add Account, filled in the Financial Institution and then my ID and Password and new IRA account number and connected and downloaded transactions. Voila, the account is setup. But the account details say 'Account type: Invest' and Tax- deferred: No'. I can change the Tax-deferred to Yes but I can't change the Account Type to IRA. Somewhere I had seen that in setting up a new Investing account you had to choose between Standard Brokerage, IRA or Keogh, 401(k) or 403(b), and Single Mutual Fund. Also, I have another IRA account whose details have 'Account Type: IRA' and 'Tax-deferred: Yes' by default (greyed-out, can't change). I didn't see those choices when setting up this new account and now I can't find them again. Would I be safe in deleting this new account and starting over. Is there something I need to do to make sure it is and IRA type account?