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Quicken Classic for Windows
Investing (Windows)
step up in basis
hgw
How do I manage a step up in basis on a stock in an investment account following the death of my spouse.
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mshiggins
@hgw
so sorry for your loss.
There is a FAQ post that covers the topic of stepping up basis here:
https://community.quicken.com/discussion/7246697/faq-how-to-record-step-up-cost-basis-in-event-of-death
It's a bit lengthy, please post back if you have any follow up questions.
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