Retirement account dividends included in taxable income in Investment Income report

Ron Leaf
Ron Leaf Member
edited May 2022 in Reports (Windows)
I have investment accounts marked as tax-deferred, but the dividend income from these accounts is included in the taxable total in the Investment Income report. How do I get the dividends to be included in the DivIncTaxFree total?


  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    edited December 2021
    DivIncTaxFree is for securities like tax exempt bonds that have been marked Tax Free on their Security Detail page.

    To exclude dividends and other income from tax deferred accounts from reports, exclude these accounts from the report by un-checking those accounts in the report's customization.

    Tax reports exclude tax deferred these accounts by default.

    See this discussion

    for more info.
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