Investing Lots Issue
Just did the latest update to Quicken 2019 and found the investing lots for at least one account are messed up. I tried rebuilding the lots and then restoring from a few different backups and the problem is still there. When going into "Specify Lots", I noticed the order of the lots is backwards now. The newest lots are at the top.
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I also see the descending date order in the lot selection window for Sell transactions of lot basis holdings whereas I recall it used to be displayed in ascending date order. I'll need to double-check, but to date it looks like my First In strategy clicks are being honored correctly.
When I look at the Investing Tab, Portfolio, Value view, it appears my active lots shown are correct in that the older lots are shown depleted based on First In sells. That makes me wonder whether this is more of a query/report issue rather than the actual lot tables getting corrupted with incorrectly closed lots. @A6mD8d could you confirm that?
So far, the Tax Planner Cap Gains screen, Cap Gains Report and Schedule D tax report are affected; there are likely more.
Unfortunately Quicken seems to be more concerned with this new website migration than with the prospect they may be unleashing a corrupting upgrade that is distorting Cap Gains calculations just as we enter the tax filing season when accurate gains reports are most needed.
Premier on Windows 10
I use Specific Lots
Sold part of a mutual fund
Noticed the Sort order being backwards to what it always used to be with Newest Lots on Top now as opposed to the Oldest on top as always used to be.
However, it seemed to select and report the correct lots and gains in my situation with Specify Lots (I never use average cost)
Confusing change but works OK in my situation
You can test it in the lot selection window of the sale transaction by clicking reset lots, OK, acknowledge default FIFO window and look at cap gains report. Note the bought date lot is different than when you force the FIFO selection.