Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Connect and Engage
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Beta
Home
Quicken Classic for Windows
Registers & Transactions (Windows)
Can Quicken identify for me the stock lots of gifted (removed) shares?
1954
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?
Find more posts tagged with
Accepted answers
q_lurker
I was thinking the capital gains report included Removed shares as well as actual sales. Where were you looking.
(Corrected spelling typo)
All comments
1954
Sorry that "translation" should be "transaction".
q_lurker
I was thinking the capital gains report included Removed shares as well as actual sales. Where were you looking.
(Corrected spelling typo)
1954
That solves it. Thanks!
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of