step up in basis

hgw
Quicken Windows Subscription Member
How do I manage a step up in basis on a stock in an investment account following the death of my spouse.
0
Answers
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@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.
Quicken user since Q1999. Currently using QW2017.
Questions? Check out the Quicken Windows FAQ list0
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