When I download my Fidelity investment transaction and if a transaction is Short-term or Long-term capital gain, it shows up only as a "Dividend" transaction. In the Memo field, it does indicate short/long term, so I manually edit these transactions.
Does this also occur with other companies?
Note that (if I remember correctly), when there is
a single transaction for the day, the transaction
action is correct. It only occurs when there are
multiple dividend types (Div, Short, Long) and a
single Buy transaction consolidating the multiple
dividends. Does this make sense?
- posted 12 years ago