From: John Pollard on
JM wrote:
> Interesting find John
>
> I have always used the WithdrawX format. I make sells on
> several
> securities and then transfer the proceeds to my checking
> account. Set
> this up a few years ago and never had any trouble. Had not
> tried the
> SellX format.
>
> Have been some poking around and am seeing what you report and
> what
> PSJ reports and it is puzzling:
>
> Have a tax deferred brokerage account and can do WithdrawX to
> either
> checking or a brokerage acct and the transfer reports
> correctly. A
> SellX does not report correctly.
>
> Have a IRA and find that a WithdrawX to checking reports OK
> but a
> WithrawX to a brokerage account does not [??] - this confirms
> PSJ's
> problem. Also, confirmed the SellX in IRA does not report
> properly.
>
> Have difference in how QW handles the WithdrawX and the SellX
> and a
> difference between originating account - IRA vs Tax Deferred
> Brokerage.
>
> Do you think we have a bug here?

Possibly two of them.

--
John Pollard
First initial underscore Last name at mchsi dot com
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From: JM on
I just filed a bug report.