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

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.

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.