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Cannot change transaction - Schedule E unspecified

unknown

The tax line item for rental property category "Utilities" subcategory "phone" is "Schedule E: Utilities"
But when categorize the split transaction as "Utilities (Rental): Phone", the tax line item for the transaction is: "Schedule E: Unspecified Rental Expense" - should be "Schedule E: Utilities".
Also, when I try to change the tax line item from Unspecified to Utilities, the change does not take effect - i.e. the tax line item for the transaction cannot be changed.

The version is: 2018 Home and Business and Rental Property R11.20 (most recent version as of 9/13/18)

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Comments

NotACPA

Tax lines are set, and changed, from the Category dialog.

TOOLS, Category List, click on the specific category to change, click on the faint clock icon to the far right, click Edit and click Tax Reporting. Pick your desired tax line for that category and click Save.

unknown

Thank you for responding. The tax line item is set correctly for that category (Schedule E: Utilities)

NotACPA

Thank you for responding. The tax line item is set correctly for that category (Schedule E: Utilities)

If I'm reading this correctly, you're using 2 different categories (without success) for the phone expenses related to your rental unit.

"Utilities:Phone" isn't the same category as "Utilities (Rental): Phone". In the 2nd example, your category is "Utilities (Rental)" ... not Utilities

unknown

Thank you for responding. The tax line item is set correctly for that category (Schedule E: Utilities)

In the first sentence of the original post I should have written "Utilities (Rental)", not "Utilities" so it is the same (I just checked).

UKR

Where exactly do you get stuck while trying to change the Tax Line Assignment? Do you get any error messages?

Can you please capture one or more images of the parts of your Quicken window
showing the issue, sensitive information blacked out as necessary to protect
your privacy but annotated to describe the situation, and attach the image(s)
here?

The Windows Snipping Tool (available with Windows 7 and up) can be used to
capture a partial screen image and save it to a file. Microsoft Paint can be used to annotate the
image.

https://support.microsoft.com/en-us/help/13776/windows-use-snipping-tool-to-capture-screenshots

To take a screenshot in Mac please see https://support.apple.com/en-us/HT201361

Please create image files of type PNG, JPG or GIF only.

To attach the image here, start composing your reply. At the bottom of the text
entry window on the webpage you'll see a row of icons beginning with B I U
S

Click the camera icon (not the video camera icon). It will allow you to select
and upload the captured image file from your computer. The captured image will
be inserted at wherever the cursor is located in the text.

unknown

Thank you. I will get this to you on Monday.

unknown

Hi UKR,
I don't get any error messages. The problem is that the split transaction is not categorized properly for Schedule E,when first categorized and, when I try to change it, the program doesn't accept the change. Enclosed is a sequence of images showing:
1) Rental Property Expenses Categories. The Tax Line Item for Utilities (Rental): Phone is set correctly.
2) The schedule E report where Utilities (Rental): Phone is grouped under "Unspecified Rental Expense"
3) The split transaction (after clicking on it)
4) The tax line item set to "Unspecified Rental Expense" for the Utilities (Rental): Phone portion of the split transaction
5) The attempt to change it to "Schedule E: Utilities" (prior to clicking "OK") and
6) The tax line item not changing after clicking "OK"
BUG.
Thanks!

Image httpsd2r1vs3d9006apcloudfrontnets3_images1752405RackMultipart20180918-104601-xijips-Categories_inlineJPG1537246452

Image httpsd2r1vs3d9006apcloudfrontnets3_images1752406RackMultipart20180918-82828-1ypi0oy-Schedule_E_Report_inlineJPG1537246471

Image httpsd2r1vs3d9006apcloudfrontnets3_images1752407RackMultipart20180918-64352-7yklz0-ATT_Transaction_inlineJPG1537246489

Image httpsd2r1vs3d9006apcloudfrontnets3_images1752408RackMultipart20180918-114570-619vwy-Split_Tx_1_inlineJPG1537246511

Image httpsd2r1vs3d9006apcloudfrontnets3_images1752409RackMultipart20180918-16277-5yeb8l-Split_Tx_2_inlineJPG1537246531

Image httpsd2r1vs3d9006apcloudfrontnets3_images1752410RackMultipart20180918-57118-bq0d7w-Split_Tx_3_inlineJPG1537246553

unknown

The release is 2018 R11.20 (as noted in the original post). I have already called support and they took me through the validate/super validate process (and got me setup on this community board) but have not applied the "Mondo Patch". I will try that and see if that makes a difference. More later.

mshiggins

From C. D. Bales:

"But when [I] categorize the split transaction as 'Utilities (Rental): Phone', the tax line item for the transaction is: 'Schedule E: Unspecified Rental Expense'"

Try assigning a Rental Property tag to the split line.

unknown

Yup, that worked. Thank you very much!

unknown

I had it tagged as cell phone (I see now that the cell phone designation should be in the memo field). Kind of surprised the support guy didn't catch that one and I should have tried the options in the drop down menu in the tag field. Had the blinders on!