Re: Print-out of Specified Lots

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In Reply to: Print-out of Specified Lots posted by Chris on March 03, 2005 at 05:16:28:

: I have been accumulating shares in a company for a number of years. I then sold some of these from selected lots. Is it possible to get a report listing the shares from each of the lots that went into the sale (rather than the summary over short, medium and long terms)

Hi Chris,

To get this in a report format broken down by lot you could turn on the Wash Sales rule. This is in the Professional/Advisor versions. See "Report Preferences / Capital Gain Reports / Use Wash Sale Rules". The other way you could get this data is to use the "Specify Lots..." dialog (which is also available in the Personal version). Just press the "FIFO" button, and it will automatically assign all the lots based on this method, so you can see how each lot was allocated.

Thanks,
Mark
--
Mark Beiley
Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP/2003

Replies:

• Re: Print-out of Specified Lots Chris 17:47:02 03/03/05 (1)
  • Re: Print-out of Specified Lots Mark 22:33:41 03/03/05 (0)