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Realized gain loss on tax report
Does anyone know how to handle Buy/Sell transactions in a 401k retirement account when its just a transfer of one share class to another? I have them recorded as regular Buy/Sell transactions and share/value balances all reconcile. However, now that I am creating my yearly review report, I am seeing Realized Gain/Loss events - since they are not true to report on my tax filing, how can I adjust that they do not populate - but it retains the RGL events if and when they are applicable? I was thinking tagging it as transfers, and excluding from. the report.