Category Report Dividends, ST Cap Gain, LT Cap Gain
William Day
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Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
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Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
0
-
0
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This reply was created from a merged topic originally titled Moving to merge.
See this: https://getsatisfaction.com/quickencommunity/topics/when-adding-dividend-reinvestment-shares-it-adds...
AND, it's not the action (Div, CapGns, etc) that's taxable or non-taxable ... it's the ACCOUNT that's taxable or non-taxable.
You need to set the account attributes appropriately. AND, include or exclude accounts from the report to match your expectations.
Bottom line: NO BUG. Operating as designed.
Note: This conversation was created from a reply on: Reinvested Dividend and CapGains Issue.Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
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This discussion has been closed.