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Schedule B-Interest and Dividends Tax Report missing taxable dividends

crwalejr

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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Comments

Jim_Harman

Does the Schedule B report show dividends from other accounts correctly? If so, click on the gear at the top right of the report and make sure the Schwab account is included.

crwalejr

Jim I found the problem. My _DivInc category was not assigned a Tax Line Item. Don't know how this happened but all is good now. Thanks.

UKR

https://community.quicken.com/discussion/comment/20452688#Comment_20452688

The _DivInc category, being a required, built-in category, is normally correctly defined with a tax line item and cannot be changed or deleted.

How did you manage to fix this problem?

crwalejr

Hold down CTRL and SHIFT and right-click the category. You should see Edit in the resulting menu. Then you can go to the Tax Reporting tab of the resulting dialog and correct the tax line item.

UKR

https://community.quicken.com/discussion/comment/20452748#Comment_20452748

Well, I'll be … 🙂
There's a backdoor for everything!