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

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

Best Answers

  • q_lurker
    q_lurker SuperUser ✭✭✭✭✭
    Accepted Answer
    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
    Sherlock SuperUser ✭✭✭✭✭
    edited January 2 Accepted Answer
    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:


Answers

  • q_lurker
    q_lurker SuperUser ✭✭✭✭✭
    Accepted Answer
    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
    Sherlock SuperUser ✭✭✭✭✭
    edited January 2 Accepted Answer
    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
    Michael Farley Member ✭✭
    Thanks for the comments! I changed the Tax category and it resolved the problem. Did not have this issue last year.
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