step up in basis
hgw Member ✭
edited May 2021 in Investing (Windows)
How do I manage a step up in basis on a stock in an investment account following the death of my spouse.
@hgw so sorry for your loss.
There is a FAQ post that covers the topic of stepping up basis here:
It's a bit lengthy, please post back if you have any follow up questions.
Quicken user since Q1999. Currently using QW2017.
Questions? Check out the Quicken Windows FAQ list0