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Wife died in 2018. Broker has provided updated security cost basis. How do I record it to show the

Unknown Member
edited January 2019 in
Update cost basis of security due to death

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  • markus1957markus1957 SuperUser ✭✭✭✭✭
    edited January 2019
    Use Remove Shares in old account. Add Shares in new account with adjusted cost basis.
  • NotACPANotACPA SuperUser ✭✭✭✭✭
    edited January 2019
    First off, I'm sorry for your loss.  My 1st wife died in 2011, after a 33 year marriage.  I have remarried however and life goes on.  So, I've been thru what you're dealing with.

    2nd, and getting to business.  We need a bit more info to accurately assist you. SO, What Q product are you running?  What product Build/Release (do HELP, About Quicken for this info)?  What operating system?

    And, are you discussing Cost Basis in a taxable account, or in some sort of retirement account?  And, by any chance, are you in (or were the securities acquired while you lived in) a Community Property State?
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
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