-
Re: Return to Capital - curious how others do it?
Since usually the tax forms are ‘correcting’ a previously reported dividend to actually be a RtrnCap, I frequently enter the RtrnCap as a normal transaction, then enter a MiscExp transaction assigned…1 -
Re: Short sales with Covered buys
a) I’d expect with that volume of trading and transactions, you’ll quickly run into program responsiveness issues. The programming especially in investment accounts is not optimized for that level of…1 -
Re: Sankey charts for Quicken Classic for Windows
Lots of previous discussions about asking for Sankey charts to be implemented in Quicken. I was surprised with that opening comment because I did not recall ANY discussions about Sankey charts. A Goo…1 -
Re: IRA RMD distributions
@leishirsute In my view, there are no non-cash transfers. If you are moving shares from an IRA to a taxable brokerage account, those shares in the taxable account take on a status of newly bought sha…3 -
Re: Morning star Portfolio X-ray Stock Intersection
It does that for me. Apple 5.61% made up of the various funds I own that hold Apple and my own holding. Microsoft 6.36%, ditto Down the my 50th largest Adobe at 0.2% Now the fund holdings may be a bi…1
