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Re: How do I record a donation to a Donor Advised Fund within my brokerage account
My process for any such donation (in short): Remove Shares (which will show in Cap gains report as no gain/loss) Add Shares (same number of shares now at donated value, original acquisition date just…4 -
Re: Entering Schwab Wealth Advisor Expenses in Quicken
I used Miscellaneous Expense as the Transaction name, but seems to be missing something. I'll play with it more… I was suggesting MiscExp as an Action, not as a “Transaction Name” suggesting a p…1 -
Re: Entering Schwab Wealth Advisor Expenses in Quicken
The transaction should not go into Quicken as an XOut transaction which requires an account. A transaction such as MiscExp, Withdraw, or WriteChk is preferable because they are Category oriented.1 -
Re: Share price in Quicken transaction differs from actual price
From the fund family’s side, you were due cash of $51.20. The fund closed that day at 199.14. That means you were ‘owed’ 0.2571… shares. But they only track and distribute to a 0.001 precision, thus …2 -
Re: Standard Definition of Calendar Quarter vs. IRS Quarter Definition
First off, I agree that the most common approach is four equal payments, but moving beyond that … My viewpoint is biased by having worked through an underpayment penalty many years ago. That process …2
