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

Tom Dorrance
Tom Dorrance Member ✭✭
edited October 2022 in Reports (Windows)
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.

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Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    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.
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