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Capital Gains - FIFO Report -- holding period of Spin-offs

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

Postby Dean » Tue Jan 01, 2008 3:26 pm

Capital Gains - FIFO Report.

I posted to the Prices and Transactions folder today an issue impacting CG holding period of spin-off transactions -- in which the holding period is under-estimated and gains/losses may be mis-allocated between STCG and LTCG categories.

Dean
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Postby Mark » Wed Jan 02, 2008 12:04 pm

Hi Dean,

Please see my reply over in that forum.
Thanks,
Mark
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