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Quicken Classic for Windows
Reports (Windows)
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.
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Accepted answers
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:
All comments
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.
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