How do I exclude Retirement Account interest, dividends, and capital gains from the tax planner?
I have been using the tax planner as we approach year end and couldn't understand why interest, dividends, and capital gains were higher than expected until I realized that those from retirement accounts were included. I have run reports outside of the planner and adjusted the amount manually but I feel there should be a way to exclude these accounts from the tax planner so that it works automatically without the extra work. The accounts ARE marked as tax deferred. Any ideas? Quicken for Windows 2020, release 220.127.116.11 (updated today).
This discussion has been closed.