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

Question

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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Jim_Harman · Answer

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.