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Capital Gains report by lot

Questions on using, creating, or understanding data in Fund Manager reports.

Postby cbenenax » Thu Jan 19, 2012 7:52 pm

Is there a way to get a capital gains report that reports each lot separately, instead of grouping all lots by date sold as in:

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cbenenax
 
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Postby Mark » Thu Jan 19, 2012 8:19 pm

Hi cbenenax,

If you are using the Professional or Advisor version, you can turn on the use of wash sale rules. This will force each lot to be reported separately. See "Options / Report Preferences... / Capital Gains / Use Wash Sale Rules".
Thanks,
Mark
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Mark
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