"type" in "transactions" for accounts

@tomspott First, this forum isn't Quicken Support. They won't fix and issue based on your post here, nor notify you. This is a Quicken users community forum, with assistance from a handful of Quicken moderators. If you want speak with Quicken Support, you should call them or do a text chat with them during their operating hours listed on the Support page.

That said, I wonder if we can help with the issue you raised. The category you're trying to use ("_DivIncTaxFree") appears to be a carry-over from Quicken Windows. Did you previously use Quicken windows? I say that because Quicken Mac categories do not start with an underscore character.

When you have transactions within a retirement account, using the normal Type designations — like Interest Income, Dividend Income, Reinvested Dividends, or Sell — Quicken excludes the activity from showing up on a Tax report as taxable income. For instance, reinvested dividends or the sale of shares of a security in a retirement account do not show up as dividend income or capital gain income in a Tax report. So perhaps you can elaborate on where you're seeing such activity reported as taxable income. If you're doing a Transactions by Category report, you might want to exclude the retirement accounts from that report, so you don't see the dividend/gain income.