annual contribution report (Q Mac)

jennie6639

How can I get a detail report on all of our contributions for the year which is needed by our accountant?

Jon

Contributions to what? IRAs? 401Ks? Charities?

jacobs

If you're talking about charitable contributions, then you'd create a Transactions by Category report, select Edit, select Categories, select Clear All, and then check only the Charity category you use for your tax-deductible contributions.

Ps56k2

of course it all depends on what you have entered for whatever "contribution" you are looking for and if you have setup a "category" for those transactions

jacobs

In a new Quicken Mac data file, there is a default category called "Gifts & Donations:Charity", so many users who didn't use Quicken prior to the current generation of Quicken Mac use that. Or users may have created their own category(ies). I have a "Charity" category with "Tax Ded" and "Non-Tax Ded" subcategories, which I created three decades ago when there probably weren't many default categories!

But nowadays, fewer than 25% of Americans itemize deductions on their taxes, so for many people, careful tracking of charitable contributions is not as crucial as it once was.