Lots vs Average Cost Basis

Does anyone have a clever way to have this distinction take place by account rather than by security? I unfortunately have different accounting methods across multiple accounts, such that the same security (let's call it ABC corp) is accounted for by lots in one account & average cost in another. Any thoughts???

Best Answer


  • jr7107
    jr7107 SuperUser ✭✭✭✭
    For me personally it depends on tax rules. Identify your tax rules and then would follow the accounting accordingly if you depend on Quicken for capital gains/losses.
    Quicken user since 1994.
    Quicken Forum/Community Contributor since 2005.
  • sahurd
    sahurd Member ✭✭
    Thanks. Average cost is an unfortunate reality for my retirement account (where frankly I don't care about the lot information) & having lot information just complicates matters (when comparing to the brokerage records. But as I hold the same security in a regular brokerage account & there lot information matters, it seems like the best thing to do is to just deal with the difference for the retirement account, rather than complicating things.
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