How do I handle a corporate merger in Quicken 2015? I see no transaction that indicates merger.

Lucille Brandner

How do I handle a corporate merger in Quicken 2015. The company merged into another, shares were issued at less than the origial shares and in additon a cash payout was made . How do I enter in Quicken? There is no transaction that indicates merger.

mshiggins

If you name the companies involved, you'll get specific advice on exactly how to enter the transactions. Without the company info, we can only provide general advice.

NotACPA

Also, what specific Q 2015 product are you running?  Not all investment actions are available in some products ... especially the "lower" products.

AND, which of the 2 companies (or both) did you own?

Lucille Brandner

Quicken Premier 2015. Company we owned was Johnson Controls, Inc. They merged into Tyco. Tyco changed its name to Johnson Controls International plc. The exchange was .8357 shares for each Johnson Control share. Plus we received cash for the difference in number of shares.

q_lurker

@Lucille:  See this discussion:

Ask any followup questions there rather than here, so that questions about that set of transactions are in one place.  

Thank you;