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Posted by noname87 on May 2, 2007, 3:15 pm
Please log in for more thread options I had the same issue. I have 2007 Premere and have the mutual fund set
up as an seperate mutuak fund account. I do not see the corporate
merge option. I ended up doing a name change and a stock split (to
correct the number of dhares). Then edit the security to fix the
ticker tape symbol. I believe this will preserve your cost basis
information but you have to be careful to not lose your historical
price information.
On Apr 21, 5:01 am, MMGilb...@gmail.com wrote:
>
> > I have just been informed that one of my Scudder Mutual funds will be merged
> > with another Scudder fund soon. This will be a none tax change. What is the
> > proper way to make this transfer in Q07??
>
> In "Enter Transactions" one of the options (near the bottom) is
> "Corporate Merger." Use that.
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