Buying & Selling Funds in a 529 Plan

Unknown

Unknown Member

December 2018 edited December 2018 in Investing (Windows)

I sold all the shares of two funds in a 529 plan and bought shares in 3 new funds. This is showing as a realized gain in my Quicken reports, and I don't want it to, since I'm still restricted in the 529 fund -- it's not like I received the money. Is there a way to work around this in Quicken?

0

Comments

Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

December 2018 edited December 2018

QWin Premier subscription
0
Unknown Member

December 2018 edited December 2018

0
Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭

December 2018 edited December 2018

1
Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

December 2018 edited December 2018

QWin Premier subscription
0

This discussion has been closed.

Categories