BUG in Qkn 2017 Premier (Reports|Tax|Sch D)

Ray Wright

Sch D report dropdown box on dates only shows 2018,   won't allow me to see 2019 data in reports.  Several report options are same way. Plz correct error. 
Yes, other reports avail w/custom date options, but don't show infor I need.

J_Mike

LT Cap Gains Distributions are reported in QWins Tax Schedule Report - scroll down to the Schedule D subgroup in this report.

As stated in my earlier response, the Tax Schedule Report and the Capital Gains Report combined include all tax related data from your QWin data file. Further, these reports can be customized to cover any tax year.

FWIW, these two reports are the basis for those who chose to import into TTax via the TXF file export/import process.

Again there is no "bug" here. If you absolutely must have the Schedule D Report for TY2019, then upgrade your QWin program to the current subscription model.

J_Mike

This is not a bug. Rather QWin, is following a long standing practice. The Sched A, B, etc. reports are available for the year of issue plus one year (and for some years prior to tear of issue). For your case, QWin2017 will display the TY2018 option but no later. One must upgrade to get the later years for these reports.

The solution is to run QWins' Tax Schedule Report and Capital Gains Report. These two reports cover all available tax related info in your data file. These reports can be generated for any time period.

Ray Wright

J_Mike:

Your email said I could REPLY to your email to go to the community.
I hit REPLY and my msg was REJECTED because my email address
was denied by your server - so much for that idea....

Your suggestions are not a solution to the problem I presented.

The Cap Gains Report  does NOT show the CGLong mid-year distributions

from Mutual Funds that I wanted included with the Long & Short term activity.

So I would consider this a bug.

 

The Tax Schedule Report is not relevant to our discussion -useless.

Ray Wright

J_Mike

LT Cap Gains Distributions are reported in QWins Tax Schedule Report - scroll down to the Schedule D subgroup in this report.

As stated in my earlier response, the Tax Schedule Report and the Capital Gains Report combined include all tax related data from your QWin data file. Further, these reports can be customized to cover any tax year.

FWIW, these two reports are the basis for those who chose to import into TTax via the TXF file export/import process.

Again there is no "bug" here. If you absolutely must have the Schedule D Report for TY2019, then upgrade your QWin program to the current subscription model.