How to use Capital Gains Estimator to find investment lots with maximum capital gains
I would like to find investment lots with the maximum % capital gains. For instance, I want to donate $5000 of stock to a charity and use the most highly appreciated lots available to maximize my tax benefit. I am using the capital gains estimator and have tried telling it to maximize capital gains. It works for a few seconds and comes back with "Quicken found a solution to your goal as described, but it does not meet the accuracy or your requested objectives. Try increasing the time allotted, reducing the accuracy, or adjust the objectives" I have tried adjusting all of these in settings, but keep getting the same error message. Even though it says it found a solution, it won't let me view the results.
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