401(k) account: In the 1st quarter of the year, I rebalanced my account by selling shares of some funds and buying others. The account is set up as “Tax deferred-yes”.
Taxable brokerage account: In the 1st quarter of the year, I sold two stocks, one for a gain and one for a loss. This account is set up as “Tax deferred-no”.
When I run a Quicken Standard Reports/Investing/Capital Gains report, only the capital gains from the taxable brokerage account are shown. So far, so good.
When I run a Quicken Standard Reports/Spending/Income and Expense by Category report, under “Income” it shows a category “_RlsdGain” and includes capital gains from both my taxable brokerage and 401(k).
This is incorrect. Capital gains from my brokerage account is definitely income and will be reported as such on my tax return. Rebalancing my 401(k) produced no income. This inflates my actual income for the quarter.
Is there a way to prevent Quicken from including 401(k) or IRA rebalancing transactions in Income and Expense reports?
All 1st Quarter Income:
1st Quarter _RlsdGain Drill-down:
