Looking for a useful Tax Summary report

Michael Farley

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.

Michael Farley

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

I have gone ahead and closed your post per your request.

Thank you!