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Note: Your broker may mention the payment as long-term capital gain and its investment in shares as two transactions in your account statement. You need to remember this when reconciling your account.
To add a reinvested long-term capital gain transaction
- In the sidebar, select the investment account you want to use.
- Click the Transactions tab and then click the New Transaction icon in the register toolbar.
- Select Reinvest > Long-term Capital Gain from the Transaction Types list.
- Add the information for:
- Date - Enter the date of purchase. This is important if you want to track complete investment performance and tax information.
- Security - Select the security for which you're purchasing shares.
- Distribution Amount - Enter the amount received for the shares of this security.
- Number of Shares - Enter the number of shares bought by reinvesting the gain.
- Commission - Enter the amount paid towards commission per share.
- Total Cost - The total cost of the shares purchased, including commission amount.
- Memo - Enter the note you want to associate with the transaction.
- Tags - Enter the tags that you want to use when searching for the transaction.
- To add an attachment, go to the Attachments tab, click the Add attachment button, and select the file you want to attach to the transaction.
- Click Save when you are done.