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Re: Regarding IRA accounts and QCD's
In my current experience, WithdrwX transfer from an IRA are treated as income per the tax schedule setting. WriteChk transactions are not thus that is my chosen process for QCD transactions. I do thi…1 -
Re: Stock Donations to Charity
Did you properly customize the repot to include the investment accounts? By default, that report uses only 'Banking' accounts, not "Investment" or "Property and Debt" ac…1 -
Re: How to record Sony Corp Spin-off on October 6, 2025
You are going to need to be patient on that set of entries, I imagine. This is fundamentally a Japanese firm spinning off a second Japanese firm under Japan's tax laws. The US shares trade as AD…1 -
Re: How do I print or save a stock intersection report?
@jlukes @MBrown1003 It is possible to highlight (select) the text of the X-Ray information, Crtl-V to copy that text to the Windows clipboard, and then paste that selected text into Excel (or similar…1 -
Re: Fidelity Investments - Dividend transactions for Foreign Stocks are not being automatically recorded
I used to own Imperial Oil, ticker IMO, in 2020. It was traded on Nasdaq (as I recall) in USD and treated tax-wise just like any other holding, except that as @pcg_quick noted an extra transaction fo…2
