Tax Impact Account

edward72

I have a custom report I have been running for years. Now, transaction are showing up for the hidden account "Tax Impact of 401k Accounts." I have gone through all custom report settings and cannot find a way to hide these transaction from my report which now I will need to reconcile outside of quicken. Any ideas?

UKR

Are you running a Tax Summary Report, customized and saved in an older version of Quicken?

There's a lengthy discussion about the Tax Impact Account here: https://community.quicken.com/discussion/7903546/why-tax-impact-401-k-accounts-in-tax-schedule-and-summary-report-is-showing-up/p1

I get the impression that changes to the report generator and the account selection process may be contributing to the showing of this account in your report.

It may be necessary to generate a new report from scratch and, once correctly customized again, save it, replacing the old saved report.