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#2
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| Thanks Michael and Cal. Your replyes were helpful. |
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#1
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| In microsoft.public.money, crisrich wrote: - quote - > How do I register inherited stocks and participations in mutual funds? Do I
You can AddShares for the shares entering the basis value and date.> have to create a virtual cash account, even if the stocks were not converted > into cash and then rebought? That does not affect the Cash Transactions register. The basis value and date is usually the value at the date of death. I would still want to have the cash account, thinking that I would do future transactions, including collecting dividends. |
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| Why not do an "add shares" transaction? You should provide the appropriate basis information (value on either date of death or nine months later). -- Michael Gordon "crisrich" <crisrich[at]discussions.microsoft.com> wrote in message news:1A1DDAB0-CDF9-42F8-A1BD-ACB3E255A808[at]microsoft.com... - quote - > How do I register inherited stocks and participations in mutual funds? Do > I > have to create a virtual cash account, even if the stocks were not > converted > into cash and then rebought? |
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#-1
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| How do I register inherited stocks and participations in mutual funds? Do I have to create a virtual cash account, even if the stocks were not converted into cash and then rebought? |
| Tags |
| inheriting, investments |
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