Add Qualified Dividend As Option For Income (Div, Int, etc.) and Income Reinvested Transactions

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Comments

  • SomebodyInGNV
    SomebodyInGNV Quicken Windows Subscription Member ✭✭✭✭

    I support the request that Qualified Dividends be addressed in a manner that allows the user to record dividends received as qualified dividends, where appropriate and known. It should be implemented in a manner that they are considered in the estimation of taxes in the tax planner and that the user can see the result.

    Any changes implemented in the "Inc - Income(Div, Int, etc.)" transaction form should be reflected in the "Reinvest - Income Reinvested" form.

  • smutschler
    smutschler Quicken Windows Subscription Member ✭✭✭✭

    Having followed this thread since its beginning, I don't believe anyone mentioned tax software export. So I'd like to explicitly add that the categorization of a transaction as Qualified Dividend (_QualDivInc) should not only affect the Tax Planner and Quicken's Tax Reports (Summary, Schedule B, etc.), but should also carry through properly to Schedule B and 1099-DIV fields when transferring data to tax software (such as TurboTax, which imports data directly from Quicken).

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