One of my IRA distributions doesn't show on my Tax Summary report (and on other reports also).

k4to@arrl
k4to@arrl Quicken Windows Subscription Member ✭✭
in Reports (Windows)

Running Quicken Classic Business & Personal using Parallels and Windows 11 on a Mac Mini… latest O/S. I have three IRAs that I get distributions from every month. One of them doesn't show the income on the Tax Summary report. Comparing the account setups, the only difference I see on the missing account is the "Simple Mutual Fund Act" Box on the Tax schedule setup will not accept the checkmark. It appears, then disappears when I hit OK. Category selection is identical to the two accounts that work properly. Any suggetions? Thanks… Dave in KY

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Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited January 7

    Click on the gear at the top right of the problem account and select Edit account details. Click on the Tax Schedule button. The transfers from this account section should look like this

    image.png

    If fixing that setting does not solve your problem, please post back for further instructions.

    QWin Premier subscription

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