M2004 - tax export shows no IRA contribution.

04-10-2006, 11:07 PM

Do a dummy transfer like Schwab does:

Checking account >
Pay to: Journal to IRA account

and then in your IRA account>
From: Journal from Checking Account

category: IRA ROTH Contribution

Money will then ask you what year the transaction is for.

-ameridan

"- Bobb -" wrote:

- quote -

> Doing my taxes and looking at my export info, and the checkboxes to
> include, my IRA info in Money shows as $0.00. To perform the deposit
> each year , I transfer money from my MMkt to my IRA MMkt. So the
> Category displays " transfer from". How to have Money recognize these
> transfers as IRA contributions ?
> The more data I try to extract, the more I can see that I'm not getting
> the info in there.
> Thanks,
> Bobb

#-1 04-09-2006, 09:13 PM

Doing my taxes and looking at my export info, and the checkboxes to
include, my IRA info in Money shows as $0.00. To perform the deposit
each year , I transfer money from my MMkt to my IRA MMkt. So the
Category displays " transfer from". How to have Money recognize these
transfers as IRA contributions ?
The more data I try to extract, the more I can see that I'm not getting
the info in there.

Thanks,
Bobb

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