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Re: Free stocks
Really the key is whether Stash will include the value if the "free" stock in a 1099 sowing as income to you. If so, then you would use that as your cost basis. If not then your cost is 0 a…1 -
Re: How do I transfer shares between securities within one brokerage account?
Well, if that is what you are trying to accomplish then one way to do it is to sell shares of the one fund and buy shares of the other fund. You could also try doing it as "Removed" shares …1 -
Re: How to track personal allowances and other budgeted pre-designated amounts
Check out Savings Goals in Quicken Help: How to Set Up Savings Goals | Quicken1 -
Re: Entry not showing in check register
Check to make sure your register is sorted by date (click on the header of the date column) and also make sure there are no filters (reset the filters at the top of the register)1 -
Re: Custodial to Custodial IRA Transfer by Check
My recommendation above accomplishes this. The impact, in my case, of not doing this is this: I am retired and withdraw my monthly income on the 1st of the month from my IRAs. Unfortunately, this me…1