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Schedule D report Missing Data

jon857

Ran the Schedule D - Capital Gains and Losses report and am missing mutual fund passive income long-term capital gain transactions. Ran the Tax Schedule report and they are reported. Proceeds from stock & mutual fund sales are reported. Anyone else have this issue with reports? Any idea how to resolve?

Running Q Mac Deluxe 6.11.1 under OS 10.13.6

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Boatnmaniac

I am seeing this same issue with Windows.

In Windows, the data that is missing is capital gains distributions for mutual funds. It is missing not only in the Sch D report but also in the Capital Gains report. But it is included in the Tax Schedule and Tax Summary reports.
In Windows, the Sch D & Cap Gains reports do capture the capital gains of sold market traded CDs but they are not being captured in the Tax Schedule and Tax Summary reports.

I am going to be reporting this to Quicken. You should probably do the same.

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Boatnmaniac

I am seeing this same issue with Windows.

In Windows, the data that is missing is capital gains distributions for mutual funds. It is missing not only in the Sch D report but also in the Capital Gains report. But it is included in the Tax Schedule and Tax Summary reports.
In Windows, the Sch D & Cap Gains reports do capture the capital gains of sold market traded CDs but they are not being captured in the Tax Schedule and Tax Summary reports.

I am going to be reporting this to Quicken. You should probably do the same.