We have received a class action check for $33.11 for
UNUMProvident which I have deposited to our brokerage
account. As we no longer hold UNUM, I believe I should
assign it as LTCG, but cannot see how to identify the
credit: none of account transfer, single fee and
single/multiple payment seem to fit. Any advise welcome!

Thanks, Phil

Phil Mayes wrote:
> We have received a class action check for $33.11 for
> UNUMProvident which I have deposited to our brokerage
> account. As we no longer hold UNUM, I believe I should
> assign it as LTCG, but cannot see how to identify the
> credit: none of account transfer, single fee and
> single/multiple payment seem to fit. Any advise welcome!

In this case, you'll need to delete the transaction that was
entered by AccountSync and manually enter it as a LTCG.

Eric Dobbs
bivio Inc.