To track a position's capital gain distributions:


    1. Select the position in the portfolio view.


    1. Click the More toolbar button and select Capital Gain Distributions from the drop-down menu.  The Capital Gain Distributions window appears.


      Follow the instructions below to:


      • Record a capital gain distribution.
      • Modify a capital gain distribution.
      • Delete a capital gain distribution.



 Recording a new capital gain distribution


To record a new capital gain distribution:


    1. Click the Add toolbar button in the Capital Gain Distributions window.  The Add Capital Gain Distribution window appears.

    2. Enter the amount of the distribution and the payment date.


    1. Optional:
      Enter a comment.

    2. Optional:
      If the distribution represents a short-term gain, check the box This is a short-term capital gain.


    1. Click OK to add the capital gain distribution.



 Modifying a capital gain distribution


To modify a capital gain distribution:


    1. Select the distribution to be changed in the Capital Gain Distributions window.

    2. Click the Edit toolbar button.  The Edit Capital Gain Distribution window appears.

    3. Enter the new information and click OK to save your changes.



 Deleting a capital gain distribution


To delete a capital gain distribution:


    1. Select the distribution to be deleted in the Capital Gain Distributions window.

    2. Click the Delete toolbar button.  A confirmation message is displayed.

    3. Click Yes to delete the distribution.



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