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Re: IRA RMD distributions
@leishirsute In my view, there are no non-cash transfers. If you are moving shares from an IRA to a taxable brokerage account, those shares in the taxable account take on a status of newly bought sha…3 -
Re: Morning star Portfolio X-ray Stock Intersection
It does that for me. Apple 5.61% made up of the various funds I own that hold Apple and my own holding. Microsoft 6.36%, ditto Down the my 50th largest Adobe at 0.2% Now the fund holdings may be a bi…1 -
Re: Why don't the drop-down transaction types match?
The Enter Transactions button provides access to features (wizards as they are sometimes called) which generate multiple transactions from a single set of data. These would be cases like Shares Trans…1 -
Re: Stock Split results in too many shares of stock (2019 closed discussion)
Or delete the 2 Schwab downloads, keep the 2:1 split, and sell the 0.47 shares for the cash-in-lieu. Same transactions are applicable inside and outside of a retirement account. If you are satisfied …2 -
Re: Stock Split results in too many shares of stock (2019 closed discussion)
Q needs to fix their software. I respectfully disagree. Per State Street, this is a straightforward 2-for-1 split. That is the way Quicken's third party data supplier showed and sent it to Quick…1
