Merge A Mutual Funds

Nov 16, 2006 1 Replies

I'm using Quicken 2006 Premium. I have a mutual fund that has merged with another existing fund. How do I zero one fund to start the new fund with out Quicken thinking that I owe a Capital Gains.



Background Info: On 10/31/06, Mutual Fund Janus Olympus (33.50/share) merged with Janus Orion (9.49/Share). The merge makes it non taxable. Thanks


Did you ever find out how to handle this?

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