Add an easy way to see or edit which lots were used on ESPP sell transactions
BlindMelonhead
Quicken Windows Subscription Member ✭✭
in Investments
The method for viewing lots used on non-ESPP transactions (i.e. click Edit, then Specify Lots) doesn't work for ESPP transactions as it throws an error message saying "You cannot edt an ESPP 'Sold' or 'MiscInc' transaction, in order to preserve tax calculations…"
Need to either:
1) Best option - allow editing of ESPP sell transactions and have Quicken figure out and correct the tax implications or
2) Add a "View" option to the current Enter, Edit, Delete, Attach actions on the transaction register that at least lets me look at the details of the transaction
Before it's suggested, the Capital Gains report isn't sufficient
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