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Tax Planner - How do I account for the end of year mutual fund Divs & Cap Gains
Was just reviewing the numbers in the Tax Planner... it's all based upon curent YTD numbers, plus the projected recurring numbers. At this point, I'm showing a large projected refund.... but that's not true.
SO - how can I account for the several large end of year payouts from mutual funds in the form of yearly Divs and Cap Gains.... both of which add to my tax bill - and will go from Refund to Tax Due.
Quicken 2020 Deluxe - Subscription - Windows 10
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