Dividend Analysis

Christopher Phelps

I am paying taxes in another country and for that purpose need to isolate my dividend income between April of one year and April of another - and only in my taxable brokerage account, not non-taxable accounts. I don't want other capital gains or any other form of income, only dividends tabulated.

I tried generating a report but it seemed to want to total all dividends across all accounts.

Does anyone know how I can easily calculate all dividends received in just one specific account by custom dates?

Thanks very much.

q_lurker

All reports can be customized as to what categories and accounts are included. Use the ‘gear’ icon for the base report to get to the customization options. Off the top, I’d be thinking of a transactions by category report. 

Christopher Phelps

I figured it out with the gear idea - many thanks.