Schedule B-Interest and Dividends Tax Report missing taxable dividends

crwalejr
crwalejr Member ✭✭✭✭
edited September 14 in Reports (Windows)

In Quicken Classic (Windows) I ran the Schedule B - Interest and Dividends report and the Tax Schedule report and compared them for different years.

The Schedule B - Interest and Dividends tax report is missing all of my taxable dividend distribution that I recorded properly in my Schwab Joint brokerage account (i.e. taxable)(regardless of date settings).

However, when I run the Tax Schedule report, the taxable dividend transactions are reported correctly.

Also I have validated my data file and no problems were found.

Anyone else experience this issue?

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