Seperating dividends in tax-deferred accounts from taxable accounts

Steve Byrne

The Report "Tax Schedule" is combining dividends from both taxable and tax-deferred accounts into the "Schedule B - Dividend income."  Therefore, the subtotal for "Dividend income" does accurately represent what should be reported on Schedule B tax form.   How can dividends (and/or interest) from tax-deferred accounts be excluded from the "Tax Schedule" report?  I do NOT want to exclude the tax-deferred account as it does have some transactions (distributions, rollovers) that need to appear in the "Tax Schedule."  I only want to exclude the tax-deferred dividends (or interest).  

J_Mike

The short answer is that you can not have it both ways.
The default tax reports exclude tax deferred accounts. The result is that all activity within a tax deferred account is excluded - as it should be. The exclusion includes interest, dividends, capital gains/losses, etc.

Tax implications of contributions and distributions are recognized by assigning the appropriate tax line items to the "Transfers In/Out" tax attribute of the tax deferred account. This is handled by editing Account Details.

The following link describes a recommended procedure for handling distributions with tax withholdings:
https://community.quicken.com/discussion/7072150/faq-best-way-to-handle-distributions-from-ira

There are generally procures or work-arounds for handling most situations - without including these accounts in the tax reports. If you could elaborate a bit on your particular situation(s) someone here can likely help out.