Is there a way to generate a report with current year ST and LT gains and losses to help in tax plan

dwsonlee

Tax planning

Boatnmaniac

You don't say which version of Quicken you are using.  In the future, please post that information, along with your revision and the end date of your subscription.  This information is shown in Help > About Quicken.

If you are using Premier or Home & Business, there is the Schedule D report you can pull up.  It is in the Tax reports section of Reports.

In Deluxe (also available in Premier and Home & Business) there is the Capital Gains report.  This one is in the Investing reports section of Reports.

When you pull up these reports you can select the year you want to see.  Both reports show ST and LT gains and losses but in formats that are a little different from each other.

Boatnmaniac

You don't say which version of Quicken you are using.  In the future, please post that information, along with your revision and the end date of your subscription.  This information is shown in Help > About Quicken.

If you are using Premier or Home & Business, there is the Schedule D report you can pull up.  It is in the Tax reports section of Reports.

In Deluxe (also available in Premier and Home & Business) there is the Capital Gains report.  This one is in the Investing reports section of Reports.

When you pull up these reports you can select the year you want to see.  Both reports show ST and LT gains and losses but in formats that are a little different from each other.

dwsonlee

Your reply is very helpful. Thank you.