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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 -
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
