About the Categories DivIncTaxFree and IntIncTaxFree?

Johnny132

I hold various amounts of Canadian stocks some that are held in Tax Free accounts and others in Taxable accounts. Quicken has two Categories DivIncTaxFree and IntIncTaxFree. I cannot seem to access those Tax Free categories in the Investment accounts when adding a dividend.

NotACPA

In QUS, and I suspect the same in QCA, those 2 "taxfree" categories are used for securities that themselves taxfree and are held in an otherwise taxable account. They aren't needed/used if the entire account is taxfree.

NotACPA

@Johnny132 HOW was my response "off-topic". OR, was it not you that marked it as such?

Johnny132

https://community.quicken.com/discussion/7969594/about-the-categories-divinctaxfree-and-intinctaxfree

Further to my original post:

When Div is selected in the Action column in a Investment account it automatically shows as a _DivInc in the Description column. I would like to be able to choose or have it show up as DivIncTaxFree category.

NotACPA

Then Edit the Security to mark it as Tax Free