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If you don't care about the tax lots and just want the total cost basis to be correct, you could Remove all the shares and Add back the same number of shares with an appropriate long or short term ac… (View Post)-1
This is an internal account that Quicken uses to track tax related info about any 401(k) accounts. This account is normally hidden but appears in the account customization list for the Tax Schedule a… (View Post)4
BTW the best way I have found to learn about the reports is to experiment with them. As long as you don't change any transactions and say No when it asks if you want to save changes to the report its… (View Post)-1
The method @volvogirl recommends will work, but I use a more straightforward approach which IMO preserves the investing performance more accurately. I record these as 2 transactions: 1. Do a Sell 2. … (View Post)0