_IntInc Not Showing in Tax Schedule

wchoff .

My category _IntInc is not showing up in my Tax Schedule reporting.  When I check the category list, I see it has been used 700 times.  Under Tax Line Item, it shows the check mark but no description.  The _IntInc line does not allow me to edit the category using RMB or action arrow.  Is this a bug or something that I can fix?

Sherlock

It appears a number of the built-in system categories do not have their correct tax-line item assigned.  Based on the image provided, in addition to _IntInc,  _DivTaxFree, _IntExp, and _IntExpTaxFree are also not set properly.

If you haven't already, you may want to review: https://community.quicken.com/discussion/7636049/no-tax-lines-assigned-to-internal-tax-categories

Sherlock

I suggest you reset the _IntInc category:  select Tools > Category List, Options > Manage Categories, Investment from the Available categories pull-down menu, _IntInc, Add >>, and OK.

wchoff .

I'm using Quicken 2017 Premier.  CTrl+Shift+C did not make anything appear.  Ctrl+C brought up Category List.  From here I did Options>Manage Categories>_IntInc>Add>OK.  Category List still shows _IntInc with no Tax Line Item description.  Ran Tax Schedule report and still does not show anywhere including under Schedule B item where it should appear.  _DivInc items appear as expected.  On Tax Summary the _IntInc do appear but not on Tax Schedule since I cannot assign Schedule B to the category.

NotACPA

Are your IntInc transactions in a retirement account?  Because Retirement account transaction won't show on either of the Tax reports ... because they're not taxable.

wchoff .

They are in non-retirement account.  _DivInc items in same account do show on Schedule B.  Problem has to be due to Schedule B not defined in category Tax Line Item and this is not editable by the user.

Sherlock

If you haven't already, I suggest you attempt a Copy and Validate: https://www.quicken.com/support/advanced-data-file-troubleshooting-correct-problems-quicken-windows

wchoff .

Copy and Validate performed with no positive impact.  Software up to date too.  Here is the cause of the problem:

Sherlock

It appears a number of the built-in system categories do not have their correct tax-line item assigned.  Based on the image provided, in addition to _IntInc,  _DivTaxFree, _IntExp, and _IntExpTaxFree are also not set properly.

If you haven't already, you may want to review: https://community.quicken.com/discussion/7636049/no-tax-lines-assigned-to-internal-tax-categories

wchoff .

Thanks for pointing me to the previous post regarding this issue.  It looks like my best approach is to not use Tax Schedule and use Tax Summary as a substitue.  I'm not going to go through the bother of rebuilding my files.

NotACPA

You don't need to rebuild your files, just assign the proper tax lines to the categories that Sherlock referenced ... and the problem will correct itself.

5 minutes work, MAX.

markus1957

To the extent this a recent problem you might look to a backup file to see if it also exhibits the issue. The only way I know this can happen is to go into Tax Planner, tax lines used, and delete the tax line from the Category. Otherwise there is no way to edit or delete a system generated category.

In a test file using tax planner, I deliberately deleted the tax line from _IntInc. I am unable to find a means to restore Schedule B tax line.

wchoff .

NotACPA said:

You don't need to rebuild your files, just assign the proper tax lines to the categories that Sherlock referenced ... and the problem will correct itself.

5 minutes work, MAX.

The problem is the user cannot assign the tax lines to these predefined categories.  They cannot be edited.

UKR

The included image from @wchoff . shows all of the built-in categories marked "hidden". Go into the Category List and remove the checkmark in the "Hide" column for each category that you actually use or plan to use in the future. Usage count > 0 is a good indicator of a used category.

markus1957

UKR said:

The included image from @wchoff . shows all of the built-in categories marked "hidden". Go into the Category List and remove the checkmark in the "Hide" column for each category that you actually use or plan to use in the future. Usage count > 0 is a good indicator of a used category.

That will have no impact on the ability to edit a hidden system generated category. Nor would I agree it is a good practice to unhide the "_xxxx" system categories.

NotACPA

You MOST CERTAINLY should unhide the _xxx categories if you intend to use them.

UKR

markus1957 said:

UKR said:

The included image from @wchoff . shows all of the built-in categories marked "hidden". Go into the Category List and remove the checkmark in the "Hide" column for each category that you actually use or plan to use in the future. Usage count > 0 is a good indicator of a used category.

That will have no impact on the ability to edit a hidden system generated category. Nor would I agree it is a good practice to unhide the "_xxxx" system categories.

I'm well aware of that, @markus1957 .
The procedure to repair broken tax line assignments was previously discussed.

All I'm saying is: Unhide the categories you actually use so they become visiible in reports, views and the budget without explicitly selecting "show hidden categories".

And I respectfully disagree with your quoted "good practice" to keep built-in categories hidden. If, as I said, you use a built-in category, unhide it. It's OK to keep the rest hidden.

markus1957

There is no procedure to repair broken tax line assignments for hidden system categories; that is the lesson of this post. 

You are not the only SU in this post confusing built-in categories with system generated categories. Built-in categories are unhidden by default and can be edited.  As for unhiding system categories (_xxxyyy), there is not much reason to do it. First, there are very few instances where a user should be directly applying a system generated category; those are designed to be applied by Quicken under the hood. Second, reports include the appropriate system categories by default so unhiding them will have little effect.

This post does bring to light that there is a back door that allows a user to inadvertently delete tax line assignments for system generated categories. That should probably be closed or modified so that those actions can be reversed.