Capital Gains and Transfer for Securities between investment accounts
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?
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System closed this discussion on 28 Oct, 2018 07:00 AM.