I’ve been playing around with the ibkr importer and it is great especially since it lets me keep separate the different cash accounts. My issue is quite basic and it might be just my inexperience with the tool but hod you get the importer to correctly import inbound shared.
The simplest example would be an ACATS transfer to IBKR or transfer of securities between different IBKR accounts. Think gifting shares for example. I tried to play around with flex queries but the import seemed to not takde it into account.
I think the first part of your message is missing. It’s really very common. Taxwise gifting shares depending on the fiscal residencies for the donor and recipient it can have tax advantages. Also depending on the type of recipient it can create tax write offs or tax credits.
I’d like to also add the IBKR themselves were gifting their stock as a sign on bonus.
Well and classic partial transfers as well which are reallyt common when we’re talking about transfer bonuses.
In my case we’re talking about one to 15 times a year. It seems to me that PP already has tools to identify inbound deliveries which do not come from a buying or selling event. Can’t transfers be considered inbound deliveries in kind or be mapped like in CSV imports do inbound outbound deliveries ?
Ah @chirlu and @Rafa, I based it indeed on though. To be completely fair I’m not a native speaker either so I might be the one mistaken. I most certainly misunderstood you.
As I understand transfers are based on two accounts. What about a gift from a third party. Let’s take the simplest example. IBKR which gifts their stock depending on the amount of money transferred.
