Is the savings plan account tax deferred? If it is then it's probably a taxable
event to transfer the shares out of it and you'll indeed want to do a sell/buy
dance so that you can book the gain/loss income.
If not then there should be no tax event and you can just CR the savings plan
account
I would merely "sell" them in the savings plan and then "buy" them in the
regular account.
If you want your gain/loss to be correct, it may be more work... you would
have to "sell" each at the price it was added, and then buy it in the
regular account at that price... I assume this is what the
Dear list,
I have to different accounts for one security (regular and saving plan
account) and recently canceled said saving plan and instructed my bank
to merge the shares in the saving plan account into the regular account,
which they did.
Unfortunately, I am somewhat clueless on how I can
