Non-Qualified
Please add a check box for Non-Qualified and a tag that says Non-Qualified. That way when I'm looking at an account, I don't have to double check that I missed the Tax Qualified box. Also, it would be good for pulling reports.
Anonymous
shared this idea
Redtail has read this suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
-
Richard Greenhill
commented
I'm always second guessing the account tax status, Qualified or Non-Qualfied.
-
Allan
commented
3 votes from me.
There are many types of NQ accounts (Individual, JTWROS, JTIC, TOD, JTWROS TOD, Trust, Estate, to name a few. However there are many Qualified account types, and there is a drop down for those.
We should see the account registration type for all accounts, not just the Qualified ones.
-
Jenny Skidmore
commented
There is no way to know if the migration (when switching to Redtail) missed the Qualified check box or if someone forgot to check it when entering an account. We do a lot of annuities so there are no automatic feeds- we do it manually. I spend a lot of time looking up statements to confirm if the account is non-qualified because the box isn't checked.