step up in basis

hgw Quicken Windows Subscription Member

April 2021 edited May 2021 in Investing (Windows)

How do I manage a step up in basis on a stock in an investment account following the death of my spouse.

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Answers

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  mshiggins Quicken Windows 2017 SuperUser ✭✭✭✭✭

  April 2021

  @hgw so sorry for your loss. 
  
  There is a FAQ post that covers the topic of stepping up basis here:
  
  https://community.quicken.com/discussion/7246697/faq-how-to-record-step-up-cost-basis-in-event-of-death
  
  It's a bit lengthy, please post back if you have any follow up questions. 
  
  

  Quicken user since Q1999. Currently using QW2017.
  Questions? Check out the Quicken Windows FAQ list

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