Posting taxable vs non-taxable dividends
I receive taxable dividends in my brokerage account, and non-taxable dividends in my HSA, IRA, Roth IRA, and 401K accounts. All the accounts are designated as tax deferred except the brokerage account. I post dividends using the 'Div' action code, and Quicken automatically posts the transaction to the _DivInc category. I am not able to choose another category. At year end, I have to manually review this category to determine how much to report as taxable dividends. Is there a report in Quicken that shows taxable dividends separately from non-taxable dividends? If not, is there a way to get them to go to separate categories, or split them some other way?