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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 -
Re: Vanguard Direct vs Web Connect and Complete vs Simple Tracking
See this specific post in that LONG discussion.1 -
Re: How to handle Income / property tax monthly set asides
I think you should explore the use of Savings Goals within Quicken. They are a way to create pseudo-accounts to set aside money for special circumstances. The online balance is a number provided by y…2 -
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
