Hello, thank you for posting your question.Short-term and long-term capital gain accounts are automatically included in your multiple distributions based on the amount of time you’ve held the security. The amount of time you’ve held the security is determined by the date in the Date Acquired field on the Asset & Liability screen. The Date Acquired field is determined by the Date you enter in the Multiple Distribution screen when purchasing the security.
If I understand correctly, are you saying that you do not separate your securities into multiple accounts/lots? If so, when you buy more shares of the same security, FN does not keep track of the date you acquired this new batch of shares. It simply uses the Date Acquired for the initial group of shares in determining the capital gains account to use when selling the security. You can edit the Date Acquired in the Multiple Distribution when you purchase more of the same security but doing so will change the Date Acquired for that entire security account/lot.
Let me know if this answers your question.
---------------------------------------------
George
Financial Navigator Int’l