Exchanging funds in an IRA

Sep 27, 2006 1 Replies

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Jim T. 19 years ago

How do I record a switch of mutual funds in an IRA so that the capital gains do not show in the capital gains report and the tax planner?

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John Pollard 19 years ago

"Jim T." wrote

Sell Fund A; Buy Fund B.

Quicken excludes retirement accounts from the Capital Gains report (by default) and the Tax Planner.

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