Looking for a useful Tax Summary report

Trying to find a report with YTD Div, ST cap gain, and LT cap gain distributions sorted by security name. I have not been successful so far.

Answers

  • Okay, I found that the Investment Income from the Investing Tab works okay if I limit the number of securities. The report sorts by security or account by column and not row. Please delete question.
  • Quicken Anja
    Quicken Anja Moderator mod
    I have gone ahead and closed your post per your request.

    Thank you!
    -Quicken Anja
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