Capital Gains When Not All Lots Are Specified

[comnwworks]

Reports gives an "N.A." when not all lots are specified for capital gains. Is there a way around this? I imported my information from Quicken and, for some reason, the prior lot assignments did not come over, and I don't want to have to recreate them.

[Mark]

Hi comnwworks,

If you choose the option to use "Specified Lots" for an investment's accounting method, then you must specify all redemptions for that investment in order for it to display values on the Capital Gains report. Importing transactions from a Quicken .QIF file will not transfer over specified lot assignments. Unfortunately, this information is not available in the .QIF file.

You can either specify all your lots, or change the accounting method for your investment. If you change it to FIFO or AVG you don't have to do any specifying. An investment's accounting property can be set under "Investment Properties... / Other".