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?
- posted
17 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?
"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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