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Capital-gain distribution

A fund may pay a capital-gain distribution. Choose the short-term or long-term action. Cash increases and the Capital Gains (realized) category records the income. Share count does not change.

Steps

  1. Open Portfolio and choose the account.
  2. Set Action to Short-term capital-gain distribution or Long-term capital-gain distribution.
  3. Enter the cash amount and choose Record action.

If this goes wrong

A sale's realized gain is not this action. Use Sell shares for a sale.

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