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| 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. |
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| 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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