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Subject Author Date
C/G Report Problem Marvin Kornblau 05-08-2006
Posted by Marvin Kornblau on May 8, 2006, 10:13 pm
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 I recently transferred stock from one investment account to another.
When I do a C/G report the transferred stock shows up in the report as
an entry with zero realized gain. It would be nice to eliminate this
as it really isn't a capital transaction. I realize that it has no
tax consequences.

Any ideas?

Marvin

Posted by danbrown on May 9, 2006, 12:16 pm
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 What version of Q are you using?

HOW did you do the transfer?

When you go to the Portfolio, what does it show as your cost basis?

db


Posted by Bob Wang on May 9, 2006, 12:52 pm
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Marvin:

I'm not sure why a transfer would show up in your C/G report.

One way to kludge this would be to just move the original buys into the
current account.

This would not reflect "reality," but it should remove the stock from the
C/G report.

Bob

P.S. I'm not an accountant, so there are probably many reasons why you DON'T
want to do what I've suggested.


I recently transferred stock from one investment account to another.
When I do a C/G report the transferred stock shows up in the report as
an entry with zero realized gain. It would be nice to eliminate this
as it really isn't a capital transaction. I realize that it has no
tax consequences.

Any ideas?

Marvin



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