I'm still working on this. I really want to make this easier so - will the following work???
I have a spreadsheet so I have all the information. Luckily its only a couple of years. - but it is also four mutual funds. If only I knew to shut off the dividend reinvestment. My question now is can I just separate into three different categories? Lots of entries for only two years with four funds.
first - The inherited mutual fund info with the date of death basis.
second - For reinvested dividends over a year - combine each mutual fund's reinvested dividend shares and average out the basis for this long term category.
Third - For reinvested dividends less than a year - combine each mutual fund's reinvested dividend shares and average out the basis for this short term category.
I hope I explained this ok. Thank you for your help. If I have to do all the entries for every purchase separately I will do it - I'd just rather not. In December they have three separate purchases per fund on the same day.
Thank You.
