Is there a way to assign a catagory or tax code to an investment transaction?
When doing a Roth conversion of shares, I prefer to remove and add rather than transfer in order to eliminate to numerous lots in the target Roth account. However, I would like to be able to assign a Roth conversion tax code to the Add action for that particular transaction. Is there any way to do that? Checking.
Deluxe R49.33., Windows 10 Pro
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