Edit tax line of individual investment transactions?

SomebodyInGNV

Is there any way to edit the tax line of individual investment transactions, like you can for bank transactions? Specifically, I want to exclude some transfers between IRAs. Reimbursement by Fidelity of a Chase IRA termination fee, recorded as withdrawX (Fidelity->Chase) shows up as income in the Chase account. Can I suppress it? I can add an offsetting adjustment in the details page of tax planner but that's undocumented. When I look at it a month later I won't remember why the adjustment is there, especially if it's an aggregate adjustment that doesn't match a specific single transaction.

Rocket J Squirrel

You can't change the tax line item (TLI) of an investment transaction. There is only one thing I can think of, and I don't know whether it will work.

1. Edit the relevant accounts to change or remove the TLIs for transfers in and out.
2. Enter the transactions you need to enter.
3. Edit the accounts again to restore the correct TLIs.

If you are lucky, the temporary TLIs entered in step 1 will apply to the transactions in step 2. Then the real TLIs restored in step 3 will apply to future transactions.

I'm not brave enough to try this in my own data (and I have no need to). So good luck if you want to give it a try.

SomebodyInGNV

I'll try that. It's harmless to do it if I run a backup first.

I know that paycheck deductions to a 401k, for example, create transactions in a hidden "tax impact" account. If the TLI settings of the IRA accounts only affect transactions as they're created, rather than affecting all transactions in the account globally, that may work.