Supplemental Schedule E

Question

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 · Accepted Answer

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 · Accepted Answer

@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 · Accepted Answer

Take a look at your .... Tools --> Category List - 
and see how your "category" is reflected in the Tax Line Item column