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

Question

garysmith87 · Answer

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

UKR · Answer

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.