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Missing _401Cotrib in Tax Summary

Eric Berg

In the Tax Summary report, we have a category labeled _401Contrib which should be related to the my Tax Impact of 401K Accounts. I do see in the report the _401ContribSpouse which is related to the spouses 401K. However, for mine, I only get the information from 1 of the 2 401K accounts. Both are currently configured under the properties as "Current" as both are current employers. Using Quicken R68.31 Premier for Windows.

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NotACPA

Do TOOLS, Category List … and locate on the particular category. Is there an entry in the "Tax Line Item" for that category?

I ask because your spelling of the Cat name doesn't match the default name of _401Contrib.

Also, that category normally defaults to your W-2 wages tax line, since contributions reduce your taxable salary.

AND was the category selected for inclusion in the Tax Summary?

Eric Berg

The underscore "_" leading categories are are not listed in the tools, Category List as they are internal categories to Quicken. In the report, the _401Contrib does show, but it only shows the information from 1 of the 2 accounts.