Capital Gains and Transfer for Securities between investment accounts

William's Avatar


29 Jul, 2018 06:56 AM

There are some circumstances where a security is transferred from one account to another and it is necessary to preserve the cost basis. These include:
- transfer of securities between spouses
- in specie transfer of securities from one broker account to another.

In moneydance there seems to be no way to transfer a security from one account to another expect through a sell and subsequent buy.

Could this be added obviously preserving the cost basis from the account in which the security was purchased?

  1. System closed this discussion on 28 Oct, 2018 07:00 AM.

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