I am not really knowledgeable in this area (or many other areas, to be honest), but I found the following discussion (in a Quicken forum) that might lead you towards an answer: https://community.quicken.com/discussion/7931315/tax-summary-report-does-not-include-income-for-conversions-to-roth-ira
My reading of that post suggests that you might first sell your regular IRA into a (taxable) Distributions account. That would allow creation of any gains entries necessary. Then use the Distributions account to buy into the Roth. I'm sure others will inform me and you of the errors in my advice. David T. On Apr 6, 2024, 8:02 AM, at 8:02 AM, Fred Tydeman <tydeman.f...@gmail.com> wrote: >Suggestions on how to record moving cash and stock from >a regular IRA to a Roth IRA so that a taxable event is recorded? >_______________________________________________ >gnucash-user mailing list >gnucash-user@gnucash.org >To update your subscription preferences or to unsubscribe: >https://lists.gnucash.org/mailman/listinfo/gnucash-user >----- >Please remember to CC this list on all your replies. >You can do this by using Reply-To-List or Reply-All. _______________________________________________ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
