Tax reports

pljewkes

How do I change a transfer from my investment account to my ck account to not be a tax line item. Looks like I can’t edit a transfer account. True? Then how to classify for a tax report?

splasher

pljewkes said:

Thanks very much all!! I’ve been using Quicken for over twenty years and I still don’t know everything about it! I’ve got it pretty well tamed but I forgot how to control the tax attributes.

In your defense, it isn't something that you tweak every day like how to categorize the charges at the grocery store.

pljewkes

What is taxable in these transactions is the income in the investment account not each monthly transfer.

splasher

Right click on the account's name in the Account Bar and select "edit".

Then see screenshot:

This is where you control which category is applied to investment transfers, in and out

Sherlock

We are also to manually set or clear the tax line item assigned of a transfer entry in a non-investment register by right-clicking on a transaction (or selecting Edit on a split entry) and selecting Tax line item assignments.

pljewkes

Thanks very much all!! I’ve been using Quicken for over twenty years and I still don’t know everything about it! I’ve got it pretty well tamed but I forgot how to control the tax attributes.

splasher

pljewkes said:

Thanks very much all!! I’ve been using Quicken for over twenty years and I still don’t know everything about it! I’ve got it pretty well tamed but I forgot how to control the tax attributes.

In your defense, it isn't something that you tweak every day like how to categorize the charges at the grocery store.