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Re: 2025 Tax Planner Standard Deduction
@Palace Can TurboTax 'automatically' import from Quicken, certain critical information needed on Tax Forms, such as medical expenses, total and gross income, etc.? Yes, but … And if so, how…1 -
Re: How to Record Exchanging Warrants for Co. Stock
My thoughts - a) I wasn't sure @Ted Gallagher was posting about the OXY warrants. Doesn't really matter. b) If Quicken is wanting to treat (forcing?) a short sale, it must be that your file…1 -
Re: Moving my four Vanguard accounts to Fidelity
Sigh — all that did in my opinion was confirm that Quicken is using the basis of the Add Shares transaction for the Return YTD calculation. Without seeing and testing your data, I can’t comment on wh…1 -
Re: How to Record Exchanging Warrants for Co. Stock
The place to start is this post from the original time frame. Yes, dividend, then buy.1 -
Re: Moving my four Vanguard accounts to Fidelity
So as I understand it: 12/31/24 You had 645 shares in one account (F) @ 27.47 / share for a 17,718 market value You had 774 shares in a second account (V) @ 27.47/share for a 21,262 market value Valu…2
