Cost Basis entry

Jennifer L Johnson · May 2019

I'm adding my holdings and it didn't give me a chance to enter cost basis which my statement does have. I can't figure out how to go back and do an edit to add the cost basis. Thanks

Jim_Harman · May 2019

If you are adding the holdings using a Shares Added transaction, you can provide or edit the cost basis by providing the purchase date and total cost (cost basis) or price per share. Each Added transaction will create one tax lot for the security.

Jim_Harman · May 2019

If you are adding the holdings using a Shares Added transaction, you can provide or edit the cost basis by providing the purchase date and total cost (cost basis) or price per share. Each Added transaction will create one tax lot for the security.

Cost Basis entry

Best Answer

Answers

Welcome!

Quick Links

Categories