How to transfer shares from IRA to Roth IRA?
I converted some (not all) shares of one security from an IRA to a Roth IRA account. Schwab listed it as "Journaled Shares", so they were not sold and bought in the new account. How to I transfer the 300 shares of Pimco Total Return and keep the original purchase information? Thanks. Using Quicken Premier 2016 (Windows)
This discussion has been closed.