GE - WAB spinoff with cash for partial share - Quicken
Buy (0.005371 * GE Share Quantity) shares of Wabtec for that whole dividend amount; Sell any fractional share for whatever cash-in-lieu amount received. (If your numbers are universal, you bought Wabtec for 73.96/sh and sold the fractional for 72.7631/sh netting a short-term loss of $1.1969/Wabtec share).
GE/Wabtec Spin off — Quicken
I have been sitting on this since 2019 because every time I try to enter the transaction I get faulty results. Can anyone tell me how to enter the Wabtec spin-off? I get 1 share of Wabtec for every 186 shares of GE stock.
WABTEC Spin-Off - Quicken
In this account, I had 300 shares of GE which should result in 1.6113 shares of WABTEC yet the dividend shown on my 1099 was only $78.06. The same happened with an account there with 850 shares of GE. It should have resulted in 4.56535 shares of WABTEC, a dividend of $356.12 but the 1099 only shows $312.24 (the exact value of 4 share).
employer paid benefits - Quicken
This discussion was created from comments split from: Employer Paid Benefits.
How to enter IRA contributions question — Quicken
Correct to set the tax schedule this way. In the past I have had transfers made from 401K accounts to IRA accounts as well as between different IRA accounts.
I am getting the message "Quicken is still connecting your biller." …
Just started after last software update. I am getting this message: Quicken is still connecting to your biller.
how do you categorize employer contributions to HSA accounts?
I suggest you enter the employer contribution as an earnings entry on the paycheck reminder with a non-taxed category and use a pre-tax entry to transfer the contribution to the HSA account.
Adding Target Red Card — Quicken
The RedCard debit card is issued by Target Corporation." - so TD Bank USA, N.A. is the financial institution if your card is NOT a debit card. If it IS a debit card, then Target Corporation is the entity. You should try using this information in your Setup process. Good luck!
How does Quicken handle a corporate acquisition paid with a …
The U.S. federal income tax treatment of the receipt of the Acquisition Consideration in the Transaction by a Shareholder should generally be treated as a taxable exchange for U.S. federal tax purposes, resulting in gain or loss.
Handling UTX to CARR/OTIS Spinoff and RTN/UTX to RTX Merger?
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