QWin 2015: Date mutual fund shares were acquired?

TVZ
TVZ Member ✭✭
edited October 2018 in Investing (Windows)
For a mutual fund in which I sold some shares last year, I need to know the date acquired for my taxes. Can Quicken tell me this? I have Quicken 2015 Premier for Windows.

Comments

  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    edited October 2018
    Have you tried running ANY of the investment reports???
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • q_lurker
    q_lurker SuperUser ✭✭✭✭✭
    edited May 2018
    "Can Quicken tell me this?" Only if you previously told Quicken, on your own or through downloading transactions. Are you monitoring your mutual fund holdings in Quicken?
  • TVZ
    TVZ Member ✭✭
    edited March 2017
    Yes. I found it in a capitol gains report. Thnx.
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