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Re: Investment Performance Report IRR Errors Due to Stock Split Bug
I too have a decades old file. I have not observed that issue, but likewise I am not sure how I would pick up on it. Are you grouping or subtotaling by security to lead you to that diagnosis? Other c…1 -
Re: SoldX from IRA not showing as 1099-R taxable distribution
I would add that Income Tax withheld from an IRA distribution should be included in the total taxable distribution amount. Currently it is excluded and is treated as a non-taxable event. It is primar…2 -
Re: Portfolio Shows Incorrect # Of Shares (blank) w/ Option to 'Show Closed Lots' disabled.
I’d be curious about what appears on paper if you choose print that portfolio view (Ctrl-p) when those blanks are on screen.2 -
Re: Need Help with Change of Ticker in Quicken
Most simplistically, this just an edit Security Details and changing the ticker there. The program will ask you about a) transferring the price history to the new ticker (normally a yes) and and b) d…2 -
Re: How to Handle Renamed Security that Keeps the Same Ticker Symbol
So you now have two securities in Quicken - Small Cap Fund Retail and Small Cap Retail. I would: Edit any transaction that use the Small Cap Retail name and change it to Small Cap Fund Retail.. In th…6
