Can I get information about sold securities and their cost basis and dates

Satish Member ✭✭

February 2020 edited February 2020 in Reports (Windows)

Windows Quicken 2019:

Is there way for me to extract information about sold securities from years past: sold price and date, purchased price and date?

Thanks

0

Best Answer

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  J_Mike Quicken Windows Subscription SuperUser ✭✭✭✭✭

  February 2020 Answer ✓

  In QWin;
  Reports > Investing > Capital Gains
  
  Set your date range as desired.
  The default report includes only taxable accounts.

  QWin & QMac (Deluxe) Subscription
  Quicken user since 1991
  
  

  7

Answers

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  Ps56k2 Quicken Windows Subscription Alumni ✭✭✭✭

  February 2020

  ahhh.... tax season - are you looking for tax related info for the previous 2019 year,
  or are you looking for something else....

  Can't think of anything right now - other than the Tax Planner menu for the previous 2019 year and the related Cap Gains section
  

  0
• 

  J_Mike Quicken Windows Subscription SuperUser ✭✭✭✭✭

  February 2020 Answer ✓

  In QWin;
  Reports > Investing > Capital Gains
  
  Set your date range as desired.
  The default report includes only taxable accounts.

  QWin & QMac (Deluxe) Subscription
  Quicken user since 1991
  
  

  7

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