![]() ![]() (A wash sale is a sale at a loss within 30 days of acquiring the same security. Quicken doesn't distinguish wash sales from other sales. If you sold only part of your shares of a security in one account, Quicken assumes that the ones you sold are the ones you've held the longest, unless you specifically identified some other lot for selling. Quicken then calculates the actual cost basis based on the shares you selected. If you haven't already specified the lots to be sold, edit the Sell transaction, and then click Specify Lots to select the shares that were sold. ![]() To get an accurate Capital Gains report, you must specify the date or dates you bought the shares you sold and the actual cost basis of those shares. The Capital Gains report lists your long-term and short-term capital gains for securities sold during a specified time period. This is the report to run when you want a report that lists realized gains from investment transactions.
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