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Re: Stray security showing up in Portfolio X-ray
My expectation would be that Quicken feeds tickers and share numbers to Morningstar and gets the X-Ray summary back. If so, it would seem some ticker symbol is being misinterpreted. I suggest: Run th…1 -
Re: How to record Sony Corp Spin-off on October 6, 2025
Google's AI had the following to offer supporting the opinion @Tom Young offered: I'd like to know the tax implications for US shareholders. For U.S. federal income tax purposes, Sony'…1 -
Re: Asset Allocation Precision
Until they adjust this … If you use the Graph part of the Investment Allocation REPORT (rather than the Investing tab selection), the graph shows to the 0.01%. I do see some inconsistencies between t…1 -
Re: Called bonds remain in Maturity Dates Report
@NotACPA The issue here is the Bond Maturity Report. That report: Does not offer a security selection option Does not pay attention to hidden/not hidden status for the security Does not pay attention…1 -
Re: Regarding IRA accounts and QCD's
In my current experience, WithdrwX transfer from an IRA are treated as income per the tax schedule setting. WriteChk transactions are not thus that is my chosen process for QCD transactions. I do thi…1
