Transfer shares between accounts?
Janice Forrester
j_forrester at verizon.net
Tue Feb 19 19:54:41 EST 2013
On 02/19/2013 01:48 PM, Derek Atkins wrote:
> Hi,
>
> Janice Forrester<j_forrester at verizon.net> writes:
>
>> Hi all -
>>
>> Can Gnu Cash handle the transfer of stocks or mutual funds between
>> accounts, while preserving the information on when each lot was
>> purchased, the number of shares and the basis?
>>
>> This questions arises from our conversion of traditional contributory
>> IRAs to Roth conversion IRAs.
>>
>> Many thanks,
>>
>> Jan
>
> Yes and no. When you make a transfer from A to B, in B you will have
> lost the historic context from A. However, your 'A' history will
> remain.
>
>> Please remember to CC this list on all your replies.
>> You can do this by using Reply-To-List or Reply-All.
>
> -derek
>
Thank you for your reply. I am a newbie here, and do not really
understand your reply. What specifically happens to basis and trade
date? Another situation where this can arise if someone transfers a
security between brokers, and wants to preserve basis and trade date for
tax purposes.
Am a Money Dance refugee. MD does not allow this type of transfer.
Thanks
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