Rental Property Schedule E Report problem.

pjbraun

I have categories set up in my Quicken Home, Business and Rental Property and assigned to a specific Schedule E Tax Line item. When I run the tax report for that property all expenses are listed under Unspecified Rental Expense and not broken out by tax line item. I've checked the Category List to make sure each category is assigned a Schedule E Tax Line.

UKR

Are all these categories checkmarked as "tax related category"?

If that's not the issue, please show us an image snapshot of the Category List, filtered or scrolled to show the categories in question.

Can you please capture one or more images of the parts of your Quicken window showing the issue, sensitive information blacked out as necessary to protect your privacy but annotated to describe the situation, and attach the image(s) here?
https://community.quicken.com/discussion/7867159/faq-how-do-i-post-a-screenshot-in-the-community-from-windows

https://community.quicken.com/discussion/7663259/faq-how-do-i-post-a-screenshot-in-the-community-from-a-mac

Please save images to files of file type PNG, JPG, or GIF only. They're easier to work with than PDF files.

pjbraun

I have been given a change from our accountant that works. The Categories are aligned with the Schedule E Line Items correctly. What I needed to do is create a TAG indicating which property to assign the income/expense to. Once I did this, I ran the Schedule E report and all was well. Thank you for responding to my question.