Kraft Heinz merger

[faezandyc]

I'm looking at my Ameritrade statement and I see for the Kraft Heinz merger I got some cash and they swapped KRFT one for one for KHC.

It appears that my basis remains the same and I have some cash which I think is long term gain.

How do I input this to Fund Manager?

I think I could just change the investment properties ticker to KHC and list the cash as a long term gain distribution.

Does that sound right?

Andy

[Mark]

Hi Andy,

Yes, that sounds like one way to record what you've described. That is probably the easiest way. Another option would be to use the "Transfer Between" wizard, and create a 2nd investment, for KHC, and remove all the shares of KRFT.