[GNC] Stock transaction research

Geoff cleanoutmyshed at gmail.com
Sat Nov 27 18:17:34 EST 2021


Hi Tom

I suggest you read Chapter 9 Investments:
https://www.gnucash.org/docs/v4/C/gnucash-guide/invest_concepts1.html

Particularly Chapter 9.5 Buying Shares:
https://www.gnucash.org/docs/v4/C/gnucash-guide/invest-buy-stock1.html

And pay attention to Paragraph 9.5.2.1. Handling Commissions and Fees.

I have been down this path myself, and found it easier to use a 
spreadsheet to compute the cost base for tax purposes using the 
transaction data recorded in my GnuCash portfolio.

Regards

Geoff
=====

On 28/11/2021 12:01 am, Tom Browder wrote:
> I have been browsing various Gnucash documentation areas and think Gnucash
> might be able to help me with a tedious task: properly account for all
> transactions on stocks bought many years ago which have undergone spinoffs,
> splits, reverse splits, renames, etc. The stocks were recently sold to buy
> real estate and we need accurate capital gain/loss calculations for the IRS.
> 
> Given the age of the holdings, the accounts of those stocks in TD
> Ameritrade don't have accurate cost basis information, so I am belatedly
> trying to calculate that for tax filing purposes.
> 
> I have all the records, but not all are in or available in digital form, so
> I have been laboriously entering them in a spreadsheet.
> 
> Would it be worthwhile to set up a new data file just for those stocks and
> import/hand enter them in Gnucash instead? (I suspect any IRS auditor would
> be more impressed with my Gnucash data store than my Excel data store.)
> 
> Thanks.
> 
> -Tom
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