In Tax Planner, the Dividend Data for 2019 is not coming in. The transactions are tagged and linked

Kenyon51

The transactions have a category that is tied to the appropriate tax form.
Is there a fix for this? :(

Sherlock

The only approaches I know of that will recover the tax-line assignment is to restore a backup saved prior to the change or to create a new data file.  The issue was recently discussed here: https://community.quicken.com/discussion/comment/20055634

Rocket J Squirrel

Ugh. Once _DivInc has been disconnected from its tax line item, there is no way to reconnect it, as far as anybody on this forum knows. This was recently discussed in this thread.

All I can think of is to go through your investment accounts and change all the 2019 Div transactions to Miscellaneous Income and assign those to your own Div category. Sadly, Find & Replace will not work for investment transactions.

Kenyon51

Okay, that’s a good idea.
Going forward, is there a way to do that when downloading dividend transactions so I don’t have to go back and do it later?
Thanks so much for your help and your time. 👍

Rocket J Squirrel

Kenyon51 said:

Going forward, is there a way to do that when downloading dividend transactions so I don’t have to go back and do it later?

Sorry, no. They will continue to download as Div transactions with category _DivInc. Your choices are to live with it or follow Sherlock's advice above and ditch your current Quicken file.

Kenyon51

In Tax Planner my Dividend transactions for 2019 are not showing up on the Interest and Dividend Income - Schedule B form even though the category is tied to this tax form. Is there a fix for this :(

Rocket J Squirrel

My dividends from 2019 appear in the Tax Planner.

When you look at the Details for dividends, is "Quicken Data (from 2019)" chosen, as it should be?

Kenyon51

Yes. I did some reviewing of my file and found out I have a category “Div” that is assigned to Schedule B, but I also have a category “_DivInc” that can’t assign to a specific form. I think I must have reassigned that category somewhere in the past and Quicken won’t let me edit that category now.
since Quicken automatically assigns “_DivInc” to investment dividends I don’t think I can create a new Div category that will work in its place. I also can’t merge this category to another. I’m not sure what other options I have.

Sherlock

The only approaches I know of that will recover the tax-line assignment is to restore a backup saved prior to the change or to create a new data file.  The issue was recently discussed here: https://community.quicken.com/discussion/comment/20055634

Rocket J Squirrel

Ugh. Once _DivInc has been disconnected from its tax line item, there is no way to reconnect it, as far as anybody on this forum knows. This was recently discussed in this thread.

All I can think of is to go through your investment accounts and change all the 2019 Div transactions to Miscellaneous Income and assign those to your own Div category. Sadly, Find & Replace will not work for investment transactions.

Kenyon51

Okay, that’s a good idea.
Going forward, is there a way to do that when downloading dividend transactions so I don’t have to go back and do it later?
Thanks so much for your help and your time. 👍

Rocket J Squirrel

Kenyon51 said:

Going forward, is there a way to do that when downloading dividend transactions so I don’t have to go back and do it later?

Sorry, no. They will continue to download as Div transactions with category _DivInc. Your choices are to live with it or follow Sherlock's advice above and ditch your current Quicken file.