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Re: Investment Income Report --mis-reports dividend income
The 'point' of having an account designated as "tax deferred" (not tax exempt) is so that tax related reports can properly by default exclude those accounts, transfers in and out …1 -
Re: Switching from Online reconciling back to Paper reconciling
I’m confused. You had been reconciling to online balances for years, yet either the accounts weren’t balanced or they only balanced through the addition of multiple balance adjustment transactions. I…1 -
Re: Investment Income Report --mis-reports dividend income
What you describe is proper behavior. The dividend received in either account is properly _DivInc. Now when you ask Quicken for taxable information (such as various Tax Reports = Tax Schedules, Tax S…2 -
Re: Fidelity Investments - Dividend transactions for Foreign Stocks are not being automatically recorded
Could this be tied into the fact that foreign stock dividends typically also carry in either a dividend charge or a foreign tax withholding amount (or both)? Are those expense transactions showing up…1 -
Re: Pre-Tax versus After-Tax Moneys
In my world, Roth IRA account balances are the only after-tax money. It is possible that your IRA have a basis value from you having made taxable contributions to them. That portion of the account wo…1
