Rollover of Mutual funds
I am going to be rolling over my 401K to a Rollover IRA within the same financial institution. They will be transferring the mutual fund shares directly without selling them. How can I represent this within Moneydance?
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1 Posted by Stuart Beesley ... on 04 Jul, 2023 06:56 PM
SellXfr the shares using the cost basis as the value.
In the target, Buy the shares using the cost basis.
System closed this discussion on 12 Oct, 2023 07:52 PM.