Transferring stock to withdrawing member
If I run a hypothetical withdrawal report using a
combination of stocks and cash as the member's payout, where
can I find the breakout of the adjusted cost basis for each
of the transferred stocks? I understand it is supposed to be
part of the withdrawal report, but the withdrawal report I'm
looking at doesn't show the breakout. Is there another
report I should be using?


I'm not sure what you are looking at if you can't find the stock cost basis information. It is shown in the bottom section of a withdrawal report when you transfer stock.

Feel free to email and we can get you more club specific answers to your questions.

Laurie Frederiksen
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