How to merge 2 mutual funds in the same account.
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dks13
Member ✭
I have 2 mutual funds in the same account that merged in a non-taxable event. How do I account for that in Quicken?
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Best Answer
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Hello @dks13
Thank you for the response and for providing the name of funds, although I apologize that you haven't received a follow-up response.
If you haven't done so already, please take a moment to review the steps and information available here.
Also, be sure to save a backup prior to attempting these steps.
Let us know how it goes!
-Quicken Tyka
~~~***~~~5
Answers
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You should probably use the Corporate Acquisition transaction. If you provide the names of the funds we can give more details.QWin Premier subscription0
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Janus Fund and Janus Research Fund0
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Hello @dks13
Thank you for the response and for providing the name of funds, although I apologize that you haven't received a follow-up response.
If you haven't done so already, please take a moment to review the steps and information available here.
Also, be sure to save a backup prior to attempting these steps.
Let us know how it goes!
-Quicken Tyka
~~~***~~~5
This discussion has been closed.