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.

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.