OK, here is my weird question for the day. Last week I transferred several investments from a traditional IRA to a Roth IRA. My goal is to move these into the Roth account while stock prices are low and taxes are low.
Now I want FM to import these events. For each stock, I want FM to recognize that (a) I bought 100 shares of XYZ 2 years ago @$10 each, and (b) I imported those same 100 shares into my Roth account last week at $5 each. FM picked up only the second transaction but not the first, so I have no cost basis anymore, just a transfer in at the current price.
Next I tried to manually enter the earlier purchases. However when I did that, FM ADDed those purchased shares to the shares that were transferred in, thus doubling my total number of shares. Now I have 200 shares, 100 of which were bought 2 yrs ago, 100 of which were transferred in last week.
Suggestions?