How do I enter exchange of stock A with Stock B

JCarlson
JCarlson Member
My stock account just exchanged a Fund Class C account to the same fund Class A

Comments

  • NotACPA
    NotACPA SuperUser ✭✭✭✭
    If your Q product is a high enough level to have this, I'd use Corporate Acquisition.
    This will convert ALL of your Fund C holdings ... but it's a non-taxable transaction.
    SO, which Q product are you running?  Do HELP, About Quicken for this info.
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP