capital gains estimator - how to print "lots"

Ringo22

how do i print all lots selected in step 2 of capital gains estimator. on print I only get portion of selected lots.

jr7107

You can also print lots from the Investing page/Portfolio view. Select the security within a specific account and expand the plus to see the lots. Print this to a text file for cleanup in a spreadsheet. The print/export portfolio will give you everything so this method requires some additional work.

jr7107

You can also print lots from the Investing page/Portfolio view. Select the security within a specific account and expand the plus to see the lots. Print this to a text file for cleanup in a spreadsheet. The print/export portfolio will give you everything so this method requires some additional work.

Ringo22

jr7101

Thanks for the info. Is Quicken working on this problem. The tool is very useful with all the bells and whistles but is a big let down if it doesn't provide a printed report that one can use to enter the online sell orders. I am in the process of trying to reduce a very large capital gain of a rental property sales. The estimator has identified 6 assets with 15 lots to be sold through 3 different financial brokers.

Ringo

jr7107

@Ringo22 I don't use the cap gains estimator. I would recommend opening a ticket with the support folks if you believe there is an issue so they can track and repair.

Ringo22

jr7107,
Spent 30 minutes with support on chat and was then asked by agent to setup a call with support. After an hour on the call I was given a case ticket # 7221672.