Need help with correct transaction type for stock merger

Question

I'm trying to record a stock transaction that had both 1) a stock-for-stock component, and 2) a cash purchase (got xxx new shares for yyy old shares, plus a large component of cash payment per share). This doesn't fit well with any of the canned transaction types (combination of corporate acquisition, return of capital and standard sale). What is the best way to do this IOT compute any capital gain/loss correctly?

mshiggins · Answer

@kldinkler there is a FAQ that covers the topic generically, but as @NotACPA mentioned, it is much better to provide details so you can get a specific answer.

https://community.quicken.com/discussion/7759222/faq-corporate-mergers-cash-to-boot-versions

NotACPA · Answer

I can either provide a suggestion that's as vague as your question … or you can  provide MUCH more info that will actually allow us to research the matter and suggest something useful.

Company name, symbol and date of this action would be good places to start.  Also, which specific Q product you're using would be helpful since not all Q products have all the investment actions.

Your choice.