Supplemental Schedule E

pasteve9999

When running this report, I have multiple transactions under the report system generated heading "unspecified expense". However, as I move through each transaction and pull one up a time. Each one is assigned a category and tag. If this is the case, why do they appear under unspecified expense?

Frankx

Hi @pasteve9999,

If each of the transactions that are marked "unspecified expense" have both a category and a tag, then the likely cause of this "error" is that the "category" for each does not include a "Schedule E tax line item".  To fix this, you will need to either: a) change the category to one that already has a Schedule E tax line item assigned to it, or b) add a Schedule E tax line item to the category for each transaction.

Let me know if you have any followups.

Frankx

[edited - minor typo]

Chris_QPW

@pasteve9999
I assume you are talking about something like this.


I don't have HBR, but if you have categories that are assigned a tax line from schedule E it will show up in the Tax Schedule report.  And I assume that also makes the Schedule E report show up in the HBR edition when you have such categories.

To get the above I actually assigned category Test to the tax line: Schedule E:Unspecified Rental Expense.

Which suggests that either there is a problem with your category or the report itself.
I would try looking at the Tax Schedule report and see if the problem appears there too.  If it doesn't that would suggest a problem with the report.

Another thing to try is Validate & Repair to see if it detects/fixes the problem.

Ps56k2

pasteve9999 said:  Each one is assigned a category and tag.

Take a look at your .... Tools --> Category List -

and see how your "category" is reflected in the Tax Line Item column

pasteve9999

When running this report, I have multiple transactions under the report system generated heading "unspecified expense". However, as I move through each transaction and pull one up a time. Each one is assigned a category and tag. If this is the case, why do they appear under unspecified expense?

NotACPA

How do you get to this report?  Is it one that you created ... because I can't find ANY "Schedule E" report in my Home and Business product ... although that might be because I don't have rental properties ... and Schedule E is a rental property report.

Frankx

Hi @pasteve9999,

If each of the transactions that are marked "unspecified expense" have both a category and a tag, then the likely cause of this "error" is that the "category" for each does not include a "Schedule E tax line item".  To fix this, you will need to either: a) change the category to one that already has a Schedule E tax line item assigned to it, or b) add a Schedule E tax line item to the category for each transaction.

Let me know if you have any followups.

Frankx

[edited - minor typo]

Chris_QPW

@pasteve9999
I assume you are talking about something like this.


I don't have HBR, but if you have categories that are assigned a tax line from schedule E it will show up in the Tax Schedule report.  And I assume that also makes the Schedule E report show up in the HBR edition when you have such categories.

To get the above I actually assigned category Test to the tax line: Schedule E:Unspecified Rental Expense.

Which suggests that either there is a problem with your category or the report itself.
I would try looking at the Tax Schedule report and see if the problem appears there too.  If it doesn't that would suggest a problem with the report.

Another thing to try is Validate & Repair to see if it detects/fixes the problem.

Ps56k2

pasteve9999 said:  Each one is assigned a category and tag.

Take a look at your .... Tools --> Category List -

and see how your "category" is reflected in the Tax Line Item column