IRA transactions
« on: March 28, 2020, 05:51:43 PM »
How do you record an IRA mutual fund (sale) transfer into the corresponding money market account without triggering a gain/loss?  Both my portfolio and my asset are marked as non-taxable.

Thanks
Linda

Re: IRA transactions
« Reply #1 on: March 31, 2020, 01:02:33 PM »
Linda, you still can use the sale function to record this activity, with the MMF offset.  You just will not report that to the IRS for capital gains for your IRA.  If any add'l questions, please let us know. You can reach our support team directly using this email:

techsupport@investmentaccountmanager.com

Matt