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How to merge 2 mutual funds in the same account.

I have 2 mutual funds in the same account that merged in a non-taxable event. How do I account for that in Quicken?

Best Answer


  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    You should probably use the Corporate Acquisition transaction. If you provide the names of the funds we can give more details.
    QWin Premier subscription
  • dks13
    dks13 Member
    Janus Fund and Janus Research Fund
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