Transfer Shares from IRA to Roth and not on Tax Report
I have seen questions about transfering cash from a IRA and not have the transaction show on the tax reports. I have a similar issue. I'm doing a rollover from an IRA to a Roth. Fidelity allows you to transfer shares from one to the other, so there is no cash involved. I am running Q2017 on windiws 8. I tried setting up a taxable brokerage account and I do a "Transfer Shares between accounts" from the IRA to the Roth. I can't seem to assign a tax category for the transfer. The action on the IRA is Removed and on the brokerage account is added. Has anyone else tried this?
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