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Old 11-10-2003, 12:40 PM
Wayne
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Default Re: a few more how to questions...

I think you just right click, reallocate the lots to sell, and you're good
to go. The validity of this approach to record keeping, vs. the FIFO method,
may be of some dispute by the IRS, however, depending on what the broker
actually did.

Wayne

"rondi" <rdiehl[at]sandpoint.nt> wrote in message
news:3cetqvsugojh6ss129mbdoubqupn1vrnqa[at]4ax.com...
- quote -

> I have installed the MSM 2004 trial version.
> I have some stock sells which i specified the Purchase date--referred
> to as Lots. I have down loaded the data into MSM and the trades
> appear in the Report/Tax/Capital Gain--but they are the wrong
> sequence. How do i correct this??? I can't find how to edit the sell
> transaction to specify which buy side i want...
> While in the Capital Gains Tax Report, how can i easily switch between
> accounts?
> Thanks,
> ron
> Please insert an E between the n & t, to reply via email.



  #-1  
Old 11-09-2003, 09:08 PM
rondi
Guest
 
Posts: n/a
Default a few more how to questions...

I have installed the MSM 2004 trial version.

I have some stock sells which i specified the Purchase date--referred
to as Lots. I have down loaded the data into MSM and the trades
appear in the Report/Tax/Capital Gain--but they are the wrong
sequence. How do i correct this??? I can't find how to edit the sell
transaction to specify which buy side i want...

While in the Capital Gains Tax Report, how can i easily switch between
accounts?

Thanks,
ron

Please insert an E between the n & t, to reply via email.
 

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