Foreign Tax on investments should be a MISC EXP, not WITHDRAW

Joseph Arden

When downloading investment transactions, foreign tax transactions should reference the associated security.  Currently, Quicken downloads the foreign tax transactions (in my case, from Charles Schwab) into my investment account as a Withdraw. While this is not terrible, it does not preserve the security with the transaction. Instead, Quicken should record these as Misc Expense transactions (category can be Tax:Foreign Tax or left blank for the user to fill out). 

mshiggins

You should contact the financial institution. Transaction content for investments is provided by the FI.

Jim_Harman

Joseph Arden

NotACPA

Joseph Arden

NotACPA

q_lurker

Joseph Arden

NotACPA

Joseph Arden

q_lurker