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Re: How can I see Cost Basis Adjustment after Spinoff - Merck Organon
RtrnCapX with the 'transfer account' set to the same account where the transaction is recorded will not affect cash balance. That self referencing 'technique' gets a special case …2 -
Re: How can I see Cost Basis Adjustment after Spinoff - Merck Organon
In principle, that type of corporate spinoff transfers basis from the parent company to the spinoff. For a single lot parent company, Quicken's Corporate Spinoff action will generate a RtrnCapX …1 -
Re: Tax planner and capital gains not correct
The cited post (I believe): https://community.quicken.com/discussion/7958499/continuing-problem-initial-tax-planner-tab-display-leaves-out-realized-gain2 -
Re: Correcting Price History Errors After Recording a Stock Split
1. Yes, I would go ahead with the manual updates. Depending on your patience level, you could try building the csv file for a few dates, importing it, requesting a historical price update, and seeing…1 -
Re: Comcast Spinoff of Versant
@WSC In a Corporate Spinoff, each lot of the parent company (Comcast) is independently processed. If you held multiple lots of Comcast such as might have been acquired through a dividend reinvestment…1
