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Re: Schwab Download: Return of Capital vs. LT Capital Gain
@GIWalt Thanks for the posting. I just wanted to make sure I wasn't the only one with this new problem. Since the Schwab transition to Express Web Connect+ "adjusted in the register" seems …1 -
Re: Schwab Download: Return of Capital vs. LT Capital Gain
@scondas Good morning. For what it's worth...First, I have little to zero confidence in Q downloads for our investments. Therefore, every morning BEFORE I do a OSU (One Step Update) I go into Schwab …1 -
Schwab Download: Return of Capital vs. LT Capital Gain
Good morning Q community. This morning I executed a One Step Update and two ETFs (in Managed Portfolios) distributed “Return of Capital” according to the Quicken description. Unfortunately, the distr…1 -
Re: Schwab and Cash versus SWGXX
@larryvc Good morning Larry. I hope you're right. I posted the following in this thread four days ago: +++++++++++++++++++++++++++++++ Good morning and allow me to join the chorus based on my One Ste…1 -
Re: Schwab LTCG misreported as ordinary dividends
@q_lurker Good morning. I've posted my own discussion (this morning) about a similar problem as follows: +++++++++++++++++++++++ Good morning Q community. This morning I executed a One Step Update an…1