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Subject Author Date
Exchanging funds in an IRA Jim T. 09-27-2006
Posted by Jim T. on September 27, 2006, 12:03 pm
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 How do I record a switch of mutual funds in an IRA so that the capital
gains do not show in the capital gains report and the tax planner?

Posted by John Pollard on September 27, 2006, 1:39 pm
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 "Jim T." wrote
> How do I record a switch of mutual funds in an IRA so that the
> capital
> gains do not show in the capital gains report and the tax
> planner?

Sell Fund A; Buy Fund B.

Quicken excludes retirement accounts from the Capital Gains
report (by default) and the Tax Planner.



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