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1035 Annuity Transfer in Quicken 2005

 

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Subject Author Date
1035 Annuity Transfer in Quicken 2005 Don R 07-22-2006
Posted by danbrown on July 22, 2006, 11:50 am
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The answer depends upon which VERSION of Quicken you're using.

In H&B 2005, I'd use a "Shares Transferred Between Accounts"
transaction.

db


Posted by Don R on July 22, 2006, 4:31 pm
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> The answer depends upon which VERSION of Quicken you're using.
>
> In H&B 2005, I'd use a "Shares Transferred Between Accounts"
> transaction.
>
> db
>
I'm using Quicken 2005 Premier. You might have the answer on how to
maintain my cost basis. If the shares are transferred out of the old
account, the cost basis should go with them. Then I can sell the old
shares and buy the new shares in the new account.
Don


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