In Tax Planner, the Dividend Data for 2019 is not coming in. The transactions are tagged and linked
Kenyon51
Quicken Windows Subscription Member ✭✭
The transactions have a category that is tied to the appropriate tax form.
Is there a fix for this? :(
Is there a fix for this? :(
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Best Answers
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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
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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.
Quicken user since version 2 for DOS, now using QWin Premier (US) on Win10 Pro.
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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. 👍0 -
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?
Quicken user since version 2 for DOS, now using QWin Premier (US) on Win10 Pro.
5
Answers
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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 :(0
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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?
Quicken user since version 2 for DOS, now using QWin Premier (US) on Win10 Pro.
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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.0 -
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
5 -
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.
Quicken user since version 2 for DOS, now using QWin Premier (US) on Win10 Pro.
5 -
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. 👍0 -
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?
Quicken user since version 2 for DOS, now using QWin Premier (US) on Win10 Pro.
5
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