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#1
08-18-2008, 11:55 AM
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 Re: tax lots Thanks that got it! This is a useful feature for me. "Cal Learner-- MVP" wrote: - quote - > In microsoft.public.money, RJ wrote: > > When I want to sell shares of an equity position, microsoft money does not > > give me a choice to identify specific lots. What am I doing wrong? > This assumes you are in the US: > Clear Tools-> Settings-> InvestmentSettings-> TrackAllInvesmentsAsFIFO > If your shares are funds, also adjust the setting for the individual > security. > > Thanks |
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08-18-2008, 03:31 AM
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| Re: tax lots In microsoft.public.money, RJ wrote: - quote - > When I want to sell shares of an equity position, microsoft money does not
This assumes you are in the US:> give me a choice to identify specific lots. What am I doing wrong? Clear Tools-> Settings-> InvestmentSettings-> TrackAllInvesmentsAsFIFO If your shares are funds, also adjust the setting for the individual security. - quote - > Thanks |
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#-1
08-18-2008, 03:23 AM
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| tax lots When I want to sell shares of an equity position, microsoft money does not give me a choice to identify specific lots. What am I doing wrong? Thanks |
| Tags |
| lots, tax |
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