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Capital gains showing in Tax Schedule Report [Edited]

Fred L
Fred L Member ✭✭✭
edited December 2020 in Reports (Mac)
Oops ... figured it out ... never mind!

Answers

  • Fred L
    Fred L Member ✭✭✭
    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.
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    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. 
    Quicken Mac Subscription • Quicken user since 1993
  • Fred L
    Fred L Member ✭✭✭
    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. 
This discussion has been closed.