Tax impact of 401k Account entries still showing up on Tax Summary Report

rrbeck11

Q users -

Lots of great posts on subject topic. Not sure why the threads are being closed while the issue (bug) still exists. Like many others reporting I am a 30 veteran Quicken User running the latest version of Quicken on a modern powerful PC (sorry, not going down any of those holes). Like others here, I am getting erroneous transactions showing up in my Tax Summary Reports, preventing me from reconciling with Tax data at the bottom line. While I would be happy to have these transactions forever hidden, when I run the default report (no 401-(k)s selected), the transactions are included. When I try to filter them out, the account does not appear in the Categories selector screen until I select Show Separate Accounts. I can then uncheck the Tax Impact of 401(k) checkbox and hit OK to remove the offensive transactions. I don't see the need to chase down and delete these transactions as it may have other consequences. Hope this helps someone out there.

QuickUserPSP

@rrbeck11 - that has been an issue for quite a while. It has been discussed and reported many times and it doesn't only happen on tax reports. Your workaround you described is the way to get around this issue. The other thing to keep in mind is that whenever you make category changes to your report, the "rogue" categories most likely be added again and you would need to use the workaround again to get rid of them.

Chris_QPW

You might try turning off the new custom reports dialog. A lot of these problems with things that haven’t been selected have been tied to that new early release customize dialogue.