I am using Quicken 2017 R18.6 and have found an error in the Reports the Tax Summary Amt is differen

Ken179

I am using Quicken 2017 Deluxe R18.6 and have found an error in the Reports. I have an account under Investing that shows a 12/7/2018 date, Action is SoldX, Description shows 6.556 @ 44.737645 and an Inv. Amt of -293.30. This matches the 1099-R I received from the Company I have this investment with. When I go to Reports – Tax – Tax Summary, then Date range: Last year, Subtotal by: Category, Sort by: Account/Date the entry for the Investing account above does not show the RlzdGain of -293.30, it shows -9.59. Is there a patch that corrects this issue? If so, where / how do I download and update my Quicken?
Thanks, [email address removed for your protection]

Jim_Harman

It appears this is an IRA or 401(k) account. Is it set up that way in Quicken?



Tax deferred should be selected in the account details and on the tax schedule it should be set to the appropriate tax line item for transfers out.

Tom Young