How do I assign tax categories to checks written on investment account?

may1064

How do I assign tax categories to checks written on investment account?

UKR

The Write Checks dialog available from an investment's account register's Enter Transactions button has a field for Category. It also allows a Category Split dialog to be called up, should you need to assign two or more categories to your check.

garysmith87

Tax line items are assigned to categories.  Any category can be assigned in an investment transaction using the Write Checks transaction type.