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Tax reports

pljewkespljewkes Member ✭✭
edited January 22 in Investing (Windows)
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?

Best Answer


  • pljewkespljewkes Member ✭✭
    What is taxable in these transactions is the income in the investment account not each monthly transfer.
  • splashersplasher SuperUser ✭✭✭✭✭
    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
    -splasher  using Q since 1996 -  Subscription  -  Win10
    -also older versions as needed for testing
    -Questions? Check out the  Quicken Windows FAQ list

  • SherlockSherlock SuperUser ✭✭✭✭✭
    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.
    Quicken user since 1997
    Premier on Windows 10
  • pljewkespljewkes Member ✭✭
    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.
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