Can Quicken identify for me the stock lots of gifted (removed) shares?

1954
1954 Quicken Windows Subscription Member ✭✭
edited January 2021 in Registers & Transactions (Windows)
When gifting shares to a charity, I record the transaction in Quicken as "removed" shares. Trouble is, once I do that I can't determine the lot(s) removed (assuming FIFO). As a work around, I temporarily record the transaction as a sale, which enables me to find the stock lots info needed for my tax return. Then I change it back to a "removed" shares transaction. But that seems kind of clunky. Any easier way to do this?

Best Answer

  • q_lurker
    q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    I was thinking the capital gains report included Removed shares as well as actual sales. Where were you looking. 

    (Corrected spelling typo)

Answers

  • 1954
    1954 Quicken Windows Subscription Member ✭✭
    Sorry that "translation" should be "transaction".
  • q_lurker
    q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    I was thinking the capital gains report included Removed shares as well as actual sales. Where were you looking. 

    (Corrected spelling typo)
  • 1954
    1954 Quicken Windows Subscription Member ✭✭
    That solves it. Thanks!

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