Why is there no category entitled Reinvest Dividend (NT). NT = Non Taxable

William Day

The 1st quarter of 2019 has recently ended and many investors have Non Taxable Dividends to record.  Unfortunately there is no Reinvest Dividend (NT) category to receive the non-taxable dividend.  Even though the Account has been properly setup as a ROTH or IRA when one records a Reinvested Dividend for that Account it is posted to the Reinvest Dividend Category; not a Non-Taxable Reinvested Dividend Category.  

In my opinion there needs to be a
 . Reinvest Dividend Category which holds dividends associated with taxable accounts
and a separate
 . Reinvest Dividend Category (NT) which holds dividends associated with non-taxable accounts.
Then the Reinvest Dividend Transaction should post to the appropriate Category.

My guess is this is the way it works in the Windows environment; why not in the Mac environment?

J_Mike

See this recent discussion on the same topic;
https://community.quicken.com/discussion/comment/19994267#Comment_19994267

Also, FWIW, QWin and QMac handle tax-deferred income in exactly the same manner. Taxable or tax-deferred status is set at the account level.

J_Mike

See this recent discussion on the same topic;
https://community.quicken.com/discussion/comment/19994267#Comment_19994267

Also, FWIW, QWin and QMac handle tax-deferred income in exactly the same manner. Taxable or tax-deferred status is set at the account level.

smayer97

The NT categories must be unique to QM2007 and earlier then...