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New basis of investment when transferred from IRA for RMD to taxable brokerage account
I download transactions from TD Ameritrade into Quicken with normally no issues. However when some shares of investments were transferred for my RMD from the IRA to one my taxable accounts (same investments) quicken shows the actual cost in the taxable account as the same as from IRA. The value of investment when transferred is supposed to be the new cost/basis however for the taxable account... Do I just edit it or ... what is the best way to have numbers correct? Thanks
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