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Posted by jg70124@gmail.com on March 10, 2008, 10:33 pm
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> I received dividends in several brokerage accounts in 2007, and
> entered them using the standard entry forms. When I look in the
> transaction lists, they are all there, categorized as DivX or Div.
> However, none of them show up when I run the standard tax report for
> schedule B. I have made no changes to the standard categories or
> reports. I've searched through all the report and category options,
> but don't see a reason for the dividends to be excluded.
>
> Could the problem be that this data file originated in 1995, and has
> been pushed through many Quicken upgrades? Is there some way to reset
> the categories and reports, or otherwise get them to behave
> correctly? Or, is there some other way to troubleshoot this?
>
> (Starting over is not an option; I wish to keep all my historical
> data).
>
> Thanks.
Never mind - turns out that the tax associations of the categories
were missing or incorrect.
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