How to have TAX / Federal + State Extension listed in Tax Summary & Tax Schedule?

Tom Dorrance

2022 WIN H B & R Ver R43.20
Transactions in those two categories are not included in those 2 reports.
CATEGORY: Tax/Fed Extension
CATEGORY: Tax/State Extension
Please advise.

file is validated

Jim_Harman

In order for a Category to be included in the Tax reports, it must have a Tax Line item associated with it. You do this by going to Tools > Category list, selecting the Category, and editing it.

These Categories appear to be ones you created yourself and I suppose you use them to track payments you make with tax return extensions, so they are payments for your previous year's taxes. Thus I don't think they should be included in this year's Quicken tax reports.

I have similar subcategories under Tax Fed called Fed Prev. Yr. and under Tax State called State Prev. Yr. I have not assigned tax line items to these.

Others may have a better solution.