Define Holding Periods dialog box

Use this dialog to add and edit capital gain holding periods.

Holding periods Long-Term and Short-Term are system provided and may not be renamed or deleted.

Add additional holding periods by clicking Add and entering a name, a key reference, and the appropriated time periods.

Time periods that you define are read by the system as, for example, Greater than ninety days, and Less the one year, one month, and one day, and Greater than two years and six months.

All time must be covered by your various holding periods. Notice that by combining Long-Term and Short-Term, as defined by default, no time is omitted. If your holding periods omit any time period, some transactions may not be classifired. This will result in some transactions being improperly classified as Other in gain and loss reports.