How to change mulitple investment transactions from XIN to Dep

leishirsute

Is there a procedure to change multiple investment transactions from XIN to DEP action or does they have to be changed 1 by 1 ?

Jim_Harman

As far as I know, changes to investment transactions need to be made one at a time.

Also you need to be very careful when editing investment transactions from one type to another. I have seen a transfer edited to a Deposit result in a broken transfer. If you are changing the transaction type, it is safer to delete and re-enter the transaction. Always have a fresh backup before changing historical transactions.

And if your question comes from an attempt to fix IRA distributions, please post back for mor instructions.

Jim_Harman

As far as I know, changes to investment transactions need to be made one at a time.

Also you need to be very careful when editing investment transactions from one type to another. I have seen a transfer edited to a Deposit result in a broken transfer. If you are changing the transaction type, it is safer to delete and re-enter the transaction. Always have a fresh backup before changing historical transactions.

And if your question comes from an attempt to fix IRA distributions, please post back for mor instructions.