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Re: Cost Basis Missing
Strictly speaking, this is not a stock split, as Jim identified, though you may want to treat it that way. Going the stock split route, you would also want to change the ticker (ASTR to AZN), change …1 -
Re: How to record Sony Corp Spin-off on October 6, 2025
As shares distributed as a taxable dividend, yes, the new shares would get a new acquisition date.1 -
Re: How to record Sony Corp Spin-off on October 6, 2025
@John9 If it is a taxable dividend, the action of Dividend rather than Return of Capital would seem more appropriate. But also for a 401k, would likely not matter. Q-Mac features and options are diff…1 -
Re: Tagging Investment Dividend
BUT … normal income transactions, Div, int, etc. don’t have a category option. Therefore, you’d need to record the transaction as a MiscInc transaction where you can assign the category (_DivInc for …2 -
Re: Maturity Report for Bonds and CDs
One of a variety of improvements needdd to that report. Add your vote here: https://community.quicken.com/discussion/7673644/bond-maturity-report-needs-improvement-edited1
