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#1
03-06-2008, 03:07 PM
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 Re: Mutual Fund Captal Gains, Individual lot cost basis Thank you, Cal. This completely answered my question. I first tried to get the anser from Microsoft Money email help but they said it was a limitation of Money and couldn't be changed. What a joke their help is! -- Roger "Cal Learner-- MVP" wrote: - quote - > In microsoft.public.money, RogerW wrote: > > I want to sell individual lots of shares of a mutual fund to calculate the > > capital gains rather than using FIFO or average cost. The problem is, that > > no matter what I do, I keep getting an average cost as the basis. I am using > > Money Plus deluxe 2008. The Investment settings seem to be set correctly. > > Anyone know of a solution? I want to use the individual lot cost instead of > > the average cost to determine the capital gains. > Go to the Investment Details by right-clicking any reference. Select > CostBasis to ActualCostBasis. |
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03-06-2008, 05:10 AM
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| Re: Mutual Fund Captal Gains, Individual lot cost basis In microsoft.public.money, RogerW wrote: - quote - > I want to sell individual lots of shares of a mutual fund to calculate the
Go to the Investment Details by right-clicking any reference. Select> capital gains rather than using FIFO or average cost. The problem is, that > no matter what I do, I keep getting an average cost as the basis. I am using > Money Plus deluxe 2008. The Investment settings seem to be set correctly. > Anyone know of a solution? I want to use the individual lot cost instead of > the average cost to determine the capital gains. CostBasis to ActualCostBasis. |
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#-1
03-06-2008, 05:05 AM
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| Mutual Fund Captal Gains, Individual lot cost basis I want to sell individual lots of shares of a mutual fund to calculate the capital gains rather than using FIFO or average cost. The problem is, that no matter what I do, I keep getting an average cost as the basis. I am using Money Plus deluxe 2008. The Investment settings seem to be set correctly. Anyone know of a solution? I want to use the individual lot cost instead of the average cost to determine the capital gains. -- Roger |
| Tags |
| basis, captal, cost, fund, gains, individual, lot, mutual |
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