Retirement account dividends included in taxable income in Investment Income report

Ron Leaf

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

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
https://community.quicken.com/discussion/comment/20216388#Comment_20216388

for more info.