Is there a way to create a tax lot report of some type that has the following or a subset:
Only needed for one account.
Thank you!
@mdross171 this is not a report, but I think the easiest way to way to get to this information is to click on "Holdings" while in the investment register. You then would expand the individual security to get this information by tax lot and date.
@mdross171 you can print a tax lot report to paper or a tab-delimited text file that can be imported to Excel. On the Investing | Portfolio tab, customize the view for your account, securities and the columns you want to include, expand the securities to display the lots, then press CTRL P to print the report.
Thank you! I knew there was a way to obtain this info but could not recall what it was. It would be great if the user could generate a report with this information.
This is exactly what i need. Thank you!
@mdross171 you can create a report of the Holdings screen by right clicking on the header and selecting "Print this screen".
You would need to expand the investment details before you 'print the screen' in order to get the tax lot detail on the report. @mshiggins comment reminded me that for many screens in Quicken if you right click in the right place, it allows you to make a report.
Thanks! This is great information.
