Rollover of Mutual funds

jhmorgan's Avatar


04 Jul, 2023 06:46 PM

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?

  1. 1 Posted by Stuart Beesley ... on 04 Jul, 2023 06:56 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    SellXfr the shares using the cost basis as the value.
    In the target, Buy the shares using the cost basis.

  2. System closed this discussion on 12 Oct, 2023 07:52 PM.

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