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Subject Author Date
Merge A Mutual Funds JCO 11-15-2006
Posted by JCO on November 15, 2006, 7:04 pm
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 I'm using Quicken 2006 Premium.
I have a mutual fund that has merged with another existing fund. How do I
zero one fund to start the new fund with out Quicken thinking that I owe a
Capital Gains.

Background Info:
On 10/31/06, Mutual Fund Janus Olympus (33.50/share) merged with Janus Orion
(9.49/Share).
The merge makes it non taxable.
Thanks



Posted by O. Bruins on April 2, 2007, 9:52 pm
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 Did you ever find out how to handle this?

> I'm using Quicken 2006 Premium.
> I have a mutual fund that has merged with another existing fund. How do I
> zero one fund to start the new fund with out Quicken thinking that I owe a
> Capital Gains.
>
> Background Info:
> On 10/31/06, Mutual Fund Janus Olympus (33.50/share) merged with Janus
> Orion
> (9.49/Share).
> The merge makes it non taxable.
> Thanks
>
>



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