Question
When should I record a Deposit or Withdraw?
Answer
The Deposit and Withdraw actions can be used to add or remove shares and cost basis for unusual transactions like voluntary corporate actions, transfers out, gifted shares or to make minor share adjustments. Do not confuse Deposit and Withdraw with Buy and Sell. Deposit and Withdraw transactions will not show up in your Buy activity, Realized gain/loss reports, or your Schedule D, and are intended for transactions that do not generate any proceeds or capital gain/loss. Use Record Buy and Record Sell for any actual trades that you initiate through your broker.