About the Categories DivIncTaxFree and IntIncTaxFree?

Johnny132
Johnny132 Quicken Windows Subscription Member
in All Things Canadian (Windows)

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.

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    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.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

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

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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