Q about Capital Gains Report (AVG)
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Posted by Sam C. on October 20, 1999 at 21:09:34:
Hello, Recently, I sold several mutual funds positions. Since I "dollar cost averaged" into these funds, the shares I sold fall into the long (>12 month) and short (<12 month) term categories for tax purposes. The FM Capital Gain Report (AVG method) does not appear to be calculating my gains correctly. For those shares held less than a year, the report frequently (but not in every case) lists a bought date of "NA", a sell value of $0.00, and cost bases and Gain/Losses of 0.00. The report is correctly indicating that the shares fall in the short term category. There are no problems with the calculations associated with the long-term shares. Any idea why this is happening and how I can fix the problem? Thanks, Sam C.
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