Mark an account as tax deferred


There may be times when you want to use a regular brokerage or single mutual fund account type to track a tax-deferred account.

  1. Choose Tools menu > Account List.
  2. Click the Edit button next to the account you want to change.
  3. In the Account Details dialog, next to Tax Deferred, select Yes, and then click OK.

 

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.