I use Quicken to manage stock investments.

I can summarize investments by security or by account. Is there a way to generate a report for a given security which would list every holding of that security by account and tax lot. This is important to plan sales short vs long term, taxable vs non-taxable and avoid Wash sales losses.

Best Answer

Answers

  • NotACPANotACPA SuperUser ✭✭✭✭✭
    Probably, but more info is needed to give you a definitive answer.
    What Q product are you running?  What country? What Build (do HELP, About Quiicken for this last piece of info).
    And, there's no specific Wash Sale report in Q ... but the Investment transaction report, filtered by security, will give you the info that you need for this.
    Q user since DOS version 5
    Now running Quicken Windows Subscription
    Retired "Certified Information Systems Auditor"
  • dwsonleedwsonlee Member
    Jim,
    I appreciate your help which worked perfectly.
    Will help me in selecting which lots to sell.
    David
This discussion has been closed.