Quicken Premier 2012 R7 on Win 7 Home Premium 64 bit SP 1
When I give a gift of stock to charity or a grandchild I use a "Remove Shares" transaction which removes the shares at their cost value.
The bug I see is that Quicken includes these transactions in the CapGain Report with Gross Proceeds and Cost Basis the same value for zero gain. While this is essentially correct it is NOT a sale and should not be included in the report. Because it is included the Gross Proceeds does not match the IRS info that the broker supplies and may kick off an IRS inquiry.
Any comments?