Tax Planner - any way to Exclude certain accounts ?

Ps56k2

Using Tax Planner - is there any way to exclude certain accounts ?

I don't see any way to get a list of accounts to be included/excluded.

Have a couple of investment accounts that I track for our son - 1099 is in his SSN -
Guess I could try and put those accounts into the "separate" area...
and see what happens with Tax Planner.

markus1957

That is how you do it.  Make them "Separate" accounts.  They will not appear in Tax Planner.

Rocket J Squirrel

Given that son has his own taxes, his accounts should be in a separate file from yours.