Share Transfer

Using Q06D, what is the best way to enter a share transfer. Basically shares of one fund were transfered to shares in another fund in my 401k, the original fund was no longer being offered. I want to ensure that it doesn't come up as a tax event since I transfer my file into Turbo Tax.

Another issue, I had an account in BrownCo which was bought by eTrade. I continue to get an alert to ensure to update my portfolio before the acquisition which was last month. A box comes up still after every update. I can't seem to find a place to disable. I have transfered all the holdings and created an eTrade account in Q. Any ideas?

Reply to
PareReposte
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It's a SELL followed with a BUY. If you have the tax attributes of the account set properly the transaction won't be picked up by TTAX a taxable.

Control-A, point to the account, click edit, click "Online Services".

db

Reply to
danbrown

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