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Re: SoldX from IRA not showing as 1099-R taxable distribution
I am sure the planned idea that @Boatnmaniac cited is exactly where this should be resolved. Mostly I commented here to bring to light the additional ___X transfer possibilities. It should be all or …1 -
Re: SoldX from IRA not showing as 1099-R taxable distribution
In my R61.21 release, I am not able to enter a SoldX transaction in an IRA account - nor a DivX or any other ___X type except the WithdrwX. If there is a recent bug, I suspect it is in allowing those…1 -
Re: Does Quicken Classic Deluxe have a report that shows the share balance of your holdings?
The Reports / Investing / Portfolio Value report includes Share Quantities. Any Portfolio View (Ctrl-u) can be customized to include the share quantities - and grouped and customized a wide variety o…1 -
Re: Changing The Currency Of A Security
So as I understand this, you have had a security that is a USD-traded security with a US based ticker in your Quicken as a CAD based security in a CAD based account. Now you have established a USD ba…1 -
Re: Capital Gains not included on Capital Gains Report
The capital gains report presents realized gains and losses from sales of securities. It does not intend to report capital gains distributions from securities you own. The tax schedule report will (i…2
