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#2
03-01-2008, 03:51 AM
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 Re: Captial Gains Report Omits Sale of Bonds In microsoft.public.money, David Schwartz wrote: - quote - > > I expect you did something wrong. You did not say what you *did*
Also make sure the account is not marked as a Watch, Retirement, or> > enter for transactions tho. Did you actually enter Sell > > transactions? > Yes I did. > > > Maybe you customized the Capital Gains report to exclude something > > and did not Reset it. > If I did, it would surprise me, but I will look. TaxDeferred account. |
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#1
02-29-2008, 08:55 PM
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| Re: Captial Gains Report Omits Sale of Bonds "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message news:gg8gs3dg3nvqa3rfh8to8vuig7eek2tm7r[at]4ax.com... - quote - > In microsoft.public.money, David Schwartz wrote:
What can I offer you?> > I sold 2 corporate bonds in 2007. They were reported by my brokerage on a > > 1099-B along with 4 mutual > > funds that were sold at the same time. When I ran the Capital Gains > > report > > in Money 2007, the funds showed > > up, but not the bonds. All of the transactions were entered at the time > > they were transacted. > You said that three times with no more info. - quote - > > > Any reason why?
Yes I did.> I expect you did something wrong. You did not say what you *did* > enter for transactions tho. Did you actually enter Sell > transactions? - quote - > Maybe you customized the Capital Gains report to exclude something
If I did, it would surprise me, but I will look.> and did not Reset it. - quote - > > > Any setting that needs to be tweaked? > > > Thanks |
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02-29-2008, 02:23 PM
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| Re: Captial Gains Report Omits Sale of Bonds In microsoft.public.money, David Schwartz wrote: - quote - > I sold 2 corporate bonds in 2007. They were reported by my brokerage on a
You said that three times with no more info.> 1099-B along with 4 mutual > funds that were sold at the same time. When I ran the Capital Gains report > in Money 2007, the funds showed > up, but not the bonds. All of the transactions were entered at the time > they were transacted. - quote - > Any reason why?
I expect you did something wrong. You did not say what you *did*enter for transactions tho. Did you actually enter Sell transactions? Maybe you customized the Capital Gains report to exclude something and did not Reset it. - quote - > Any setting that needs to be tweaked? > Thanks |
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#-1
02-29-2008, 11:12 AM
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| Captial Gains Report Omits Sale of Bonds I sold 2 corporate bonds in 2007. They were reported by my brokerage on a 1099-B along with 4 mutual funds that were sold at the same time. When I ran the Capital Gains report in Money 2007, the funds showed up, but not the bonds. All of the transactions were entered at the time they were transacted. Any reason why? Any setting that needs to be tweaked? Thanks -- David Schwartz Commack, NY |
| Tags |
| bonds, captial, gains, omits, report, sale |
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