Why did you mask out the security name and symbol? Knowing what company this is about could help greatly in figuring this out.
Well it was my understanding that if the security was marked Tax free it was suppose to carry to the Tax Planner, but I haven't really tested it.Another way to handle this though is to put the amount into Miscellaneous, once you do that the category entry will become valid and you can use a category that isn't associated with a tax line.
Since the funds that you referenced are individually marked as "Tax Free", are they actually appearing as taxable on a Q Tax Report?Where are you seeing otherwise?
Tax Planner will NOT include dividends or interest transactions downloaded (or manually entered) from securities that are check marked as Tax free. Scheduled reminders on the other hand do not honor that check mark if you use the dividend assignment feature for income reminders. Those need to be entered as regular income reminders (not dividends) that are assigned a tax free category.
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