Capital gains showing in Tax Schedule Report [Edited]

Question

Oops ... figured it out ... never mind!

Fred L · Answer

Yes, properly flagged. Yes, dividend and income are each listed under non-taxable heading but cap gains are not. Yet the report has page after page of this irrelevant material.

jacobs · Answer

Are your IRA accounts codes as IRAs? That is, in the left sidebar, do they show up under a Retirement sub-heading under Investments? Or if you open the Account Settings for your IRA account(s), does it show Type=Traditional IRA? If Quicken knows it's an IRA, it knows it's not taxable income.

Fred L · Answer

V6.0.3 includes a bunch of extraneous entries in the Tax Schedule report. IRA dividend income, interest income, capital gains are not taxable items so shouldn't litter the Tax Schedule report.