09-21-2003, 11:25 PM
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 Re: Cost basis for individual tax lots In microsoft.public.money, Carl Mahr wrote: - quote - > Is there a way to generate a report in MS Money 2002 (or any other later
In Money 2003 and Money 2004 there is the Capitol Gains Estimator.> version) that lists the cost basis vs. the current value for each individual > lot of an investment in order to identify potential capital gains or losses > per lot? It is accessed with Tools-> CapitolGainsEstimator and lets you see the lot basis and estimate CG if you sold particular lots. I don't know if Money 2002 has that. - quote - > Example:
Not really.> Date Stock Qty Historic Current > Gain/loss > price value price > value > 13.11.1995 Intel 20 8,47 169,40 29,18 583,60 > 414,20 > 17.01.1996 Intel 20 6,27 125,40 29,18 583,60 > 458,20 > 22.08.1997 Intel 50 23,59 1.179,50 29,18 1.459,00 > 279,50 > Thanks for any comments on that topic! > Carl > P.S. Any way to better insert a table in a posting? :-) |
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09-21-2003, 01:12 PM
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| Cost basis for individual tax lots Is there a way to generate a report in MS Money 2002 (or any other later version) that lists the cost basis vs. the current value for each individual lot of an investment in order to identify potential capital gains or losses per lot? Example: Date Stock Qty Historic Current Gain/loss price value price value 13.11.1995 Intel 20 8,47 169,40 29,18 583,60 414,20 17.01.1996 Intel 20 6,27 125,40 29,18 583,60 458,20 22.08.1997 Intel 50 23,59 1.179,50 29,18 1.459,00 279,50 Thanks for any comments on that topic! Carl P.S. Any way to better insert a table in a posting? :-) |
| Tags |
| basis, cost, individual, lots, tax |
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