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I did the exact same thing you did. Sold all shares of one fund and transferred proceeds into different fund in same family.

Additionally I didn't know what to do. But Phil Marti (formely TMFExRO), Ira (Irasmilo), and Chris (Crosenfield) all came to my rescue and explained how to fill out the forms.

I also use Quicken (2001 Deluxe) but I couldn't figure out how to get it to do the calculations for me. So I just printed out a list of all my transactions and added it up manually. I started in 94 and made one investment per month. It didn't take too long once they explained how to do it.

If you figure out how to get Quicken to do the calculations please let me know via a post to the board or email.

Good luck and Thanks.

c130king (aka: Jim)
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