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Old 10-10-2006, 03:49 PM
Bruce
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Default Re: Print List of Open Stock Lots

As a work around, it is possible to artificially sell all of the stock and
then print a capital gains report for the year which will show the
inidividual lots. This is both printable and exportable into Excel. This
should be done in a back-up of the file.
-bs

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, Bruce wrote:
> > How do I print a listing of the individual stock lots that I still have open
> > in my account. I know how to print the aggregate of the lots as well as a
> > listing of the transactions but this does not tell me which specific lots I
> > have available for sale.

> In Money 2006 go to
> Taxes-> CapitalGainsEstimator-> EstimateCapitalGainsTax, and expand
> to show lots for a given stock using the [+] in front of the stock.
> Scroll to the area of interest. Do Alt+PrintScreen. Open Paint, and
> paste. Print from Paint.
> While at the Capital Gains Estimator, you can also enter values in
> the QtyToSell column and see the effects of the proposed sale(s) in
> the Results box at the bottom of the screen.
> > > Thanks for assistance.

> > -Bruce

 
Old 10-10-2006, 02:23 PM
Cal Learner-- MVP
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Posts: n/a
Default Re: Print List of Open Stock Lots

In microsoft.public.money, Bruce wrote:

- quote -

> How do I print a listing of the individual stock lots that I still have open
> in my account. I know how to print the aggregate of the lots as well as a
> listing of the transactions but this does not tell me which specific lots I
> have available for sale.


In Money 2006 go to
Taxes-> CapitalGainsEstimator-> EstimateCapitalGainsTax, and expand
to show lots for a given stock using the [+] in front of the stock.
Scroll to the area of interest. Do Alt+PrintScreen. Open Paint, and
paste. Print from Paint.

While at the Capital Gains Estimator, you can also enter values in
the QtyToSell column and see the effects of the proposed sale(s) in
the Results box at the bottom of the screen.


- quote -

> Thanks for assistance.
> -Bruce

  #-1  
Old 10-10-2006, 12:05 PM
Bruce
Guest
 
Posts: n/a
Default Print List of Open Stock Lots

How do I print a listing of the individual stock lots that I still have open
in my account. I know how to print the aggregate of the lots as well as a
listing of the transactions but this does not tell me which specific lots I
have available for sale.

Thanks for assistance.
-Bruce
 

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list, lots, open, print, stock
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