Up until the end of 2022 I wasn’t tracking my rewards as taxable on receipt - but only when sold. I need to change this for 2023. Looks like changing this option affects all transactions to the beginning. Any way to freeze the basis on previous years but track rewards as income moving forward? Or is there a calculation I can do to back it out? I can’t work it out.
Hey @garroulous_dad
Go to the Settings menu, and choose a date range for the option to “lock previous transactions”
Then use the slider in the same page, to Treat Rewards as Income - off
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