We have an annuity that contains investments in several funds. I exchanged one fund for another using the company's web site. It worked just fine. I find no way in Quicken ('09 Deluxe) to record this so I sold one and bought the other with the proceeds. The profit on the one sold shows up in the capital gains list. (It was a loss BTW) Of course I can ignore that when filing my return, but it tends to distort my income vs expense reports that include realized gains. Is there a better way? I've searched without any luck.
- posted
15 years ago