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Re: Bad data point from vanguard. Is there a way to fix it?
You can likely tie it to the price history data for one or more securities in the account. From the security list (Ctrl-y), click on the security name. More. Edit price history. Review the prices for…1 -
Re: Finding old stock records
It sounds to me as if you started a 'new' file in 2020. Do you have a backup or 'archive' file that would have those old transactions?1 -
Re: How do I record an addition to cost basis reported on 1099
I don’t know of a particular downside to the RtrnCapX option especially in comparison to a second cash transaction to account for the cash component. At $0.93, any consequence could be hard to spot. …1 -
Re: How do I record an addition to cost basis reported on 1099
Couple of details — While the 1099 is reporting the data under the label ‘Addition to basis’, the actual value is a negative $0.93. The accounting is reducing the basis by that amount. From the Quick…1 -
Re: How do I record an addition to cost basis reported on 1099
In what cases do you recommend against using the Return of Capital transaction in Quicken? (IIRC) Quicken allocates the RtrnCap amount to multiple lots based on share quantity of each lot. If one lot…2
