Posting one funds dividends to purchase shares in another fund

How do i record dividends of a tax deferred account being used to directly purchase shares in another tax deferred account? The account providing the dividends is allowing the posting to be either income or dividends, so that's good. The account where I am purchasing addn'l shares has greyed out "From this account's cash balance,' and does not list the dividend providing acct on the drop down source list.

Best Answer


  • Thanks! I knew it just HAD to be possible to overcome this relatively common situation. Thanks for your clear answer.
This discussion has been closed.