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The first one was a straight stock swap and it looks like Quicken (my bible as Jay Leno would say) handled it right with sharesin and sharesout. But the second involved some stock (Middlebys) and some cash. I'm not sure how to figure the gains/loss in that situation nor how to input it correctly to Q.

Not to dis Quicken, but it does what you tell it to do. That doesn't mean you gave it correct instructions from a tax perspective.

In all mergers/spinoffs/acquisitions you get your tax guidance from the transaction documents. It's buried in the part you didn't look at. If you can't find your copy, check investor relations at the surviving company or the Fool board for that company.

Once you know what the numbers should be, if you need Quicken help I think there's a Quicken board.

Phil
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