How do I select accounts to use? (Capital Gains Estimator)

In the Select Accounts window, choose the taxable investment accounts you want to include when creating sales scenarios. The Capital Gains Estimator will only display the holdings for the accounts you select here.

To exclude holdings from a particular account, click to remove the check mark from that account.

Notes

The Capital Gains Estimator does not include tax-deferred accounts, such as IRAs or 401(k)-type accounts. If you think an account is missing from this list, be sure to check its tax attributes.