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Re: Fidelity Investments - Dividend transactions for Foreign Stocks are not being automatically recorded
I used to own Imperial Oil, ticker IMO, in 2020. It was traded on Nasdaq (as I recall) in USD and treated tax-wise just like any other holding, except that as @pcg_quick noted an extra transaction fo…2 -
Re: Q's way of handling Corporate Security Spin-off Causes Issues/Confusion
You are not applying Quicken's Corporate spinoff correctly and I certainly agree it can be confusing and can cause issues. While not required, it is frequently helpful in these discussions to kn…1 -
Re: Q's way of handling Corporate Security Spin-off Causes Issues/Confusion
While the transactions you see from your broker (either online, as a confirmation, or as a periodic statement) may appear to the investor that simply, there is more going on in the back room than mee…1 -
Re: Mutual Fund merger
I would suggest since you are committed to the Average Cost approach, you can reduce this conversion to two transactions: * Remove Shares -- all shares of the T Rowe Price Growth and Income fund. Not…1 -
Re: Quicken mis-interpreting Broker Shares in One Step Update
@bw2 This certainly sounds like a problem where the broker's IBM reported security (CUSIP = 459200101) is incorrectly matched to a Quicken security. I suggest you look at the Security List in Qu…1
