Stockfolio mac realized gain
And rather than worry whether I have anything coded correctly in Quicken, or whether there's any bug in Quicken, I'm simply using the definitive source document for tax purposes.
For one thing, all my mutual funds use average cost basis, and Quicken Mac maddeningly only supports FIFO or LIFO - so it can't possibly calculate my capital gains correctly for mutual funds. That said, I don't really rely on the Tax Schedule report for doing my taxes I use the 1099s from the brokerages. And since it's a transaction in a tax-deferred account, capital gains are irrelevant because everything in the account will be taxable when it's eventually withdrawn. This doesn't generate any gains in the Tax Schedule. In those cases, instead of Sell and Buy transactions, I have used Remove Shares and Add Shares. FEATURED BY APPLE AS A NEW APP THEY LOVE: CURRENTLY 24,99 INSTEAD OF 49,99 Stockfolio is an investment app for macOS that will help improve your investment returns by allowing you to research and track interesting stocks and cryptocurrencies.
#Stockfolio mac realized gain download#
I have this periodically at Vanguard, with a switch from Investor to Admiral shares of a fund, or one fund merging into another. Download Stockfolio - Stocks Portfolio for macOS 10.12 or later and enjoy it on your Mac. I just re-read your original note and see that this was for moving shares from one class of security to another. I don't know why any gains would be showing on your Tax Report for gains in a non-taxable account, but… Lynch Just to be sure, I'm assuming that your 401k account is showing up under the Retirement subheading in the left sidebar? I just want to make sure it's correctly coded in Quicken to be recognized as a retirement account and not a regular brokerage account.