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Re: dividends taxable and tax free (QWIN)
BUT, there's apparently a bug (I just now, when testing, ran across it also) that causes dividends in Tax-free accounts to be reported as taxable on some reports (not on Tax Schedule or Tax Summ…1 -
Re: How to change _IntInc to IntInc
I have been using categories with the underline (_IntInc _Div, etc) with accounts that are tax deferred and without the underline for taxable accounts or tax deferred accounts where I take the money …1 -
Re: Continued Duplication of security names
It is very helpful that Quicken now presents the underlying type of security type for those cases where users have renamed them. That underlying type carries with it several unchangeable aspects, lik…1 -
Re: Tracking eligible expenses for reimbursement from 529 plan
Can’t say I’ve been through that process, but I would be inclined to use Tags on the transactions. Multiple reports available limiting to tags or sorted by tag. Might use double tags (529:regular and…1 -
Re: How to setup Roth IRA and Roth 401(k) accounts?
A Roth account is considered a tax-deferred account for Quicken's purposes, since it grows and you you can trade within it without taxable consequences. The subscription edition allows you to ch…1
