Money: Capital Gains for Mutual Funds May Be Reported Incorrectly in Advisor FYI, Tax Estimator and Capital Gains Report

SYMPTOMS

When you run Money 2000 or Money 2001, you may experience
one or more of the following symptoms:
  • In the Capital Gains report, incorrect values for your
    mutual fund transactions may be displayed under the Purchase Cost and Gain/Loss columns.
  • The Short-term gain or loss or
    Long-term gain or loss boxes in the Tax Estimator may
    incorrectly display a value of zero.
  • When you record a Sell transaction, the value for
    Short-term gain or Long-term gain in the Advisor FYI Alert may not match the
    value under the Gain/Loss column in the Capital Gains report.

RESOLUTION

To resolve this issue, set the Cost Basis for all Mutual
Funds to Average Cost Basis (Single Category):
  1. On the Money navigation bar, click
    Investing.
  2. On the Investing navigation bar, click
    Portfolio.
  3. Click the mutual fund that you want to change.
  4. Proceed according to the version of Money you use. For
    Money 2001 and Money 2000: In the left pane, click Details.


    For Money 2002: Right click the investment, and then click
    See Details from the pop-up menu.
  5. In the Cost basis box, click
    Average Cost Basis (Single Category).

    When you
    receive the prompt to confirm the change, click OK.
  6. Click Done.
Note The Short-term gain or loss or Long-term
gain or loss
boxes in the Tax Estimator may continue to incorrectly
display a value of zero.
Svojstva

ID članka: 240589 - posljednja izmjena: 14. velj 2017. - verzija: 1

Microsoft Money 2004 Deluxe Edition, Microsoft Money 2003 Deluxe Edition, Microsoft Money 2003 Deluxe and Business Edition, Microsoft Money 2003 Standard Edition, Microsoft Money 2002 Standard Edition, Microsoft Money 2001 Standard Edition, Microsoft Money 2000 Standard Edition, Microsoft Money 2000 Business & Personal Edition, Microsoft Money 2000 Deluxe Edition

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