Fool that I am, I thought Quicken would do this for me...
I initially purchased a mutual fund with a lump sum in 2002, set it up so that monthly dividends were reinvested. Sold most of the shares early last year (2004). The Summary View of the account will tell me the total cost basis as of the sale date, but how do I get a breakdown of the short term & long term components, which I need for doing my tax return?
Any help appreciated...