Tax report: Schedule A has Medical:Dentists listed under Medicine & Drugs

Michael Farley

Quicken 2020 (R30.19) Tax report for Itemized Deductions is putting Dentists in Medicine & Drugs, not Doctors, Dentists, Hospitals. Using canned categories.

q_lurker

Your payments to the dentist should be including a specific category.  What category is shown on those transactions?  For that category, what tax line is associated (See Category List - Ctrl-Shift-C)

Sherlock

To set the tax-line associated with a category, select Tools > Category List, right-click on the category, select Edit, the Tax Reporting tab, check Tax related category, select the appropriate tax line item from the pull-down menu and Save.

Note: In the current canned categories, Dentist appears to be appropriately assigned:

q_lurker

Your payments to the dentist should be including a specific category.  What category is shown on those transactions?  For that category, what tax line is associated (See Category List - Ctrl-Shift-C)

Sherlock

To set the tax-line associated with a category, select Tools > Category List, right-click on the category, select Edit, the Tax Reporting tab, check Tax related category, select the appropriate tax line item from the pull-down menu and Save.

Note: In the current canned categories, Dentist appears to be appropriately assigned:

Michael Farley

Thanks for the comments! I changed the Tax category and it resolved the problem. Did not have this issue last year.