|
Posted by Marvin Kornblau on June 29, 2006, 11:47 pm
Please log in for more thread options
Les wrote:
> I maintain my parents brokerage data in Quicken 2006. My dad reccently
> passed away and I will need to adjust the cost basis of all their holdings.
> Has anyone done this or know how to do this?
>
> Thanks in advance for any help.
>
>
FROM QUICKEN HELP
Choose Investing menu > Security Detail View.
From the list on the left, select the security that has the erroneous
transaction.
In the Transaction History list on the right, double-click the
transaction you want to fix.
Edit the transaction information in the dialog that appears.
Click OK.
This will mess up the cash in the account, which could be adjusted by an
offsetting cash transaction.
The real question is why you want to do this in his account. This is
done by the person who inherits the securities, as his basis is the
value at the time of your dad's death. That person would use the
updated basis when the security is sold.
| 
Yahoo! 
Google 
Windows Live 
del.icio.us 
digg 
Netscape 
XML Sitemap