Orphaned shares after transferring to another account using "remove shares"

System Member admin
edited May 2022 in Investing (Mac)
This discussion was created from comments split from: "remove shares" function treats transaction as sale at zero. --> capital loss.


  • K.
    K. Member ✭✭✭
    My problem is similar but different. I "remove" shares. Alternatively, I transfer them to another account and it automatically creates matching remove and add transactions in the relevant accounts, and it even asks me to specify a lot. But then, in the account the shares were transferred out of, I now have orphaned shares, about which I'm asked to create a transaction and/or estimate a cost basis. This makes no sense.
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