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Re: how to enter a stock & cash merger where you receive both cash and stock for the entire shares?
Below is my generic breakdown of the three cases that can flow from a cash-to-boot merger. Ignore the values shown which are for a different specific case. The generalization as to whether your basis…1 -
Re: how to enter a stock & cash merger where you receive both cash and stock for the entire shares?
I am not finding sufficient details about this merger to be specific. The following comments are offered with respect to most "cash-to-boot" mergers. "Cash-to-boot" mergers are de…1 -
Re: Fidelity Mutual Fund with more than 1 payout type same day and Quicken's reinvested dividends?
You can do it the way you did as two Reinvestment transactions which will create two lots acquired by reinvestment on that date, OR You can do it as three transactions (Dividend Income, LTCG income, …2 -
Re: Quicken Classic for Win - OL-295-A Errors at Vanguard
@PRD Alert is still right here.1 -
Re: Quicken Classic for Win - OL-295-A Errors at Vanguard
https://community.quicken.com/discussion/comment/20477936#Comment_20477936 Not exactly. From a connection to a brokerage, Quicken also gets current holdings in the account(s) and the current* prices …1
