capital gains report

Mike's Avatar

Mike

Jan 18, 2012 @ 07:51 PM

hello - I have an error in capital gains report on an equity that split (5:1 - 0.2) and I've now sold off the entire position. In the capital gains report, 300 shares sold have $0 cost base which tosses the value of the report and investment performance report into the trash.

suggestions to repair?

  1. 1 Posted by Tom Freeman on May 14, 2012 @ 04:15 PM

    Tom Freeman's Avatar

    Mike

    I'm sorry for the late response, this thread got lost in the forums. I am wondering if you found a solution.

    Did you apply the split? Using the split button in the securities detail window for that fund should adjust the cost basis. If you can provide a screen shot of the security detail window for this stock it will help me diagnose the issue.

    Tom

  2. System closed this discussion on Mar 31, 2015 @ 03:42 PM.

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