|
#1
| |||
| |||
| BTW Its M$2006 . Thanks for the info |
| | |||
| |||
| In microsoft.public.money, JR wrote: - quote - > How would I record a merger where the concideration is going to be about an
Depending on what software you are running, you might enter it as a> 80/20 stock/cash transaction? The cash piece is fairly easy in that it is a > sell and will be subject to capital gains tax. The stock conversion however > is not, so the cost basis of this stock is still going to be what it was for > the aquired company. merger. Portfolio-> RecordASpecialActivity-> RecordAMerger In any version, you could change the symbol, rename the stock, add an appropriate comment, and do an appropriate split to achieve the ratio you want. Post the ratio you are trying to achieve if you want a suitable ratio of integers to enter for the split. This split should leave you with 125% of the shares you will end up with. Then sell those extra shares. |
|
#-1
| |||
| |||
| How would I record a merger where the concideration is going to be about an 80/20 stock/cash transaction? The cash piece is fairly easy in that it is a sell and will be subject to capital gains tax. The stock conversion however is not, so the cost basis of this stock is still going to be what it was for the aquired company. |
| Tags |
| cash, merger, record, stock |
Similar Threads | ||||
| Thread | Forum | Replies | Last Post | |
| Recording stock merger Bernie: How do I treat a stock merger in Money 2004? My X number of shares of stock A have been replaced with Y number of shares in stock B. | Microsoft Money | 2 | 05-18-2004 01:32 AM | |
| how to record a merger for "mutual funds"? : I am trying to record a recent merger for my mutual fund. But Money won't let me do it unless it's a stock. Any solutions? Thanks! | Microsoft Money | 3 | 03-02-2004 08:50 PM | |
| recording merger with combination cash & shares Don: I owned Company A stock. Its shares were merged into Company B. The terms of the merger were that for each share of company A, I received ..1906... | Microsoft Money | 9 | 01-27-2004 01:44 AM | |
| Mutual Fund Stock Merger Jim: Does anyone know how to input a Mutual Fund Merger? Stocks can be done in Special Activity but not MFs. Can anyone help? | Microsoft Money | 1 | 07-24-2003 08:54 PM | |
| Thread Tools | |
| Display Modes | |
| |