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Re: Mutual Fund Converted to ETF
Typically these conversions are tax free, which means your basis and holding period carry over to the new security. I that's the case here then a Sell and Buy is exactly the wrong way to do this…1 -
Re: How to remove accounts listed in One Step Update List
If you want to no longer have an Account downloading, you could simply open the Account's Online Services tab and deactivate downloading. That will remove it from the list.1 -
Re: Self Employed w/ Sub S election
"The employer contibutions are essentially just transfers from my business account to my solo 401k account. And it seems that's why its not reporting on my P&L, its not flowing through …1 -
Re: Transferring stock - as a Gift [edit]
And here's yet another way to do this: 1st, Create a Cash Account called "Gifts of Stock Clearing." Then when you make the gift: Remove the shares from the Investment Account. That Acc…1 -
Re: Comparison Report strangeness
I don't think I've ever run a Comparison report, really, other than maybe to see what a Comparison report looks like, but I ran one just now on my relatively old Version R50.14 Quicken and …1
