Q Mac v6.11 Tax Schedules - Could be really useful but for one major flaw

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Ploooplooo
Ploooplooo Member ✭✭✭
edited February 2023 in Reports (Mac)
Useless for dividends unless Quicken includes Dividend Record Date to get it applied to the correct tax year.  There are just too many companies/ETFs/funds that have record date in one tax year and payment in the next.

Of course one could force a workaround by replacing the Payment Date with the Record Date but that is a bastardization of the principles and affects too many other things.
 
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