Transfer Shares and Capital Gains Report

Symptoms:

When you attempt to complete Shares transferred between accounts Quicken displays the transfer as a sale in a Capital Gains Report.

Solution:

This action does not affect taxes on Capital Gains. Any time shares are removed from an account via Shares Transferred Between Accounts, the program is designed to display this as a Sale in the Capital Gains Report with a $0.00 Gain/Loss.

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.