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Re: How best to record a silver purchase
@GeoffG Because the OP said he bought the silver through his brokerage (slightly ambiguous) and the brokerage reported the purchase, but not the asset. That suggests to me is that the OP may not have…1 -
Re: How best to record a silver purchase
Where did the cash come from to buy the silver? If you are keeping this as a wholly separate manual account, I’d transfer in the cash from that source account and buy the shares.1 -
Re: Investment Performance Report IRR Errors Due to Stock Split Bug
I too have a decades old file. I have not observed that issue, but likewise I am not sure how I would pick up on it. Are you grouping or subtotaling by security to lead you to that diagnosis? Other c…1 -
Re: SoldX from IRA not showing as 1099-R taxable distribution
I would add that Income Tax withheld from an IRA distribution should be included in the total taxable distribution amount. Currently it is excluded and is treated as a non-taxable event. It is primar…2 -
Re: Portfolio Shows Incorrect # Of Shares (blank) w/ Option to 'Show Closed Lots' disabled.
I’d be curious about what appears on paper if you choose print that portfolio view (Ctrl-p) when those blanks are on screen.2
