Can Quicken identify for me the stock lots of gifted (removed) shares?
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1954
Quicken Windows Subscription Member ✭✭
When gifting shares to a charity, I record the transaction in Quicken as "removed" shares. Trouble is, once I do that I can't determine the lot(s) removed (assuming FIFO). As a work around, I temporarily record the transaction as a sale, which enables me to find the stock lots info needed for my tax return. Then I change it back to a "removed" shares transaction. But that seems kind of clunky. Any easier way to do this?
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Best Answer
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I was thinking the capital gains report included Removed shares as well as actual sales. Where were you looking.(Corrected spelling typo)1
Answers
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Sorry that "translation" should be "transaction".0
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I was thinking the capital gains report included Removed shares as well as actual sales. Where were you looking.(Corrected spelling typo)1
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That solves it. Thanks!0
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