Basis report by Trx

[knerrd]

I seem to be looking in the wrong places. Is there a report that will show me the tax basis for each individual transaction for a particular security? Thanks.

[Mark]

Hello knerrd,

For realized gains/loss/basis see the "Capital Gains" report. This is for shares that have been sold. For unrealized gains/loss/basis, see the "Open Lots" report. This is for shares that haven't yet been sold.