Capital Gains/Losses form

This form is used to view capital gain transactions for the selected period and override the holding period for individual disposition transactions.

The form lists all disposition transactions that have been recorded during the current accounting period. Each line contains data about a disposition transaction including dates of acquisiton and disposition, number of shares, if applicable, proceeds, cost and gain or loss on disposition.

The gain or loss on disposition is classified by holding period. The holding period is determined by reference to the dates acquired and sold.

To override the calculated holding period for a disposition transaction, make a selection from the drop-down window in the Term column.

Holding periods are created and further defined by clicking on at Define Holding Periods on the Transactions menu.