http://m.getsatisfaction.com/topics/7721701 tax impact categories in quicken 2018-08-13T06:59:46Z 2018-04-16T20:51:44Z 7721701 http://m.getsatisfaction.com/topics/7721701 7721701 tax impact categories in quicken 2018-08-13T06:59:46Z 2018-04-16T20:51:44Z B. Dave http://m.getsatisfaction.com/people/9630659 https://www.gravatar.com/avatar/f5fc974d16584dd9437476075e12a8f6?d=identicon&s=55&r=PG dave_ffslxve9hsk0h I am a long time user and using Quicken for windows 2018. Somehow my category list was corrupted in the past and shows as under. <br /> Category&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Tax Line Item<br />&nbsp;_401Contrib&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; W-2:Salary or wages, self (without a check mark in a circle) _401EmployerContrib&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; W-2:Salary or wages, self (with a check mark in a circle)&nbsp;&nbsp;&nbsp; <br />As a result "Taxable Income YTD" in Planning does not show -401Contrib amount, but shows _401EmployerContrib. I am not allowed to edit this as they are built in (hidden) categories by Quicken. Is there a way to edit this?&nbsp; question bank_accounts_downloading_and_categorizing bank_accounts_downloading_and_categorizing, windows active 31 9 1 comment http://m.getsatisfaction.com/topics/7721701/replies/19468227 http://m.getsatisfaction.com/topics/7721701 19468227 mshiggins responded to "tax impact categories in quicken" 2018-04-17T15:07:04Z 2018-04-17T15:07:04Z mshiggins http://m.getsatisfaction.com/people/2779851 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10875349/original_medium.PNG mshiggins Have you tried validating your data? <br /><br /> File | File Operations | Validate & Repair: Validate 0 http://m.getsatisfaction.com/topics/7721701/replies/19471766 http://m.getsatisfaction.com/topics/7721701 19471766 B. Dave responded to "tax impact categories in quicken" 2018-04-18T22:28:58Z 2018-04-18T22:28:58Z B. Dave http://m.getsatisfaction.com/people/9630659 https://www.gravatar.com/avatar/f5fc974d16584dd9437476075e12a8f6?d=identicon&s=55&r=PG dave_ffslxve9hsk0h Yes please, but that didn't solve the problem. 0 http://m.getsatisfaction.com/topics/7721701/replies/19471777 http://m.getsatisfaction.com/topics/7721701 19471777 NotACPA - QW HBRP 2018 responded to "tax impact categories in quicken" 2018-04-18T22:34:01Z 2018-04-18T22:34:01Z NotACPA - QW HBRP 2018 http://m.getsatisfaction.com/people/8486064 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10875899/original_medium.png notacpa_8wchoth4cq4gm Why would your Employer's contrib to your 401k be listed as Taxable income or included as part of your wages.<br /><br />This is going to throw your tax calculations off.&nbsp; <br /><br />Your contrib to the 401k reduces your taxable income ... but your Employer's contrib has no impact upon your taxes at all. 0 http://m.getsatisfaction.com/topics/7721701/replies/19476138 http://m.getsatisfaction.com/topics/7721701 19476138 Quicken Harold responded to "tax impact categories in quicken" 2018-04-20T20:35:11Z 2018-04-20T20:35:11Z Quicken Harold http://m.getsatisfaction.com/people/9419664 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11208731/ScreenShot2018-01-09at7.04.25AM_medium.png quicken_harold Hello B. Dave,<br /><br />Are you still experiencing issues?<br /><br />Please let us know. If we don’t hear from you within 48 hours, the thread will be closed.<br /><br />Respectfully,<br />~ Quicken Harold. 0 http://m.getsatisfaction.com/topics/7721701/replies/19476237 http://m.getsatisfaction.com/topics/7721701 19476237 B. Dave responded to "tax impact categories in quicken" 2018-04-20T21:31:41Z 2018-04-20T21:31:41Z B. Dave http://m.getsatisfaction.com/people/9630659 https://www.gravatar.com/avatar/f5fc974d16584dd9437476075e12a8f6?d=identicon&s=55&r=PG dave_ffslxve9hsk0h Hello Quicken Harold,<br /><br />I think in my Category List, Tax Line Item showing <b>" W-2:Salary or wages, self (with a check mark in a circle) "</b> in category _401EmployerContrib is not correct. If yes, how to remove contents of Tax Line Item. <br /><br />B. Dave &nbsp;&nbsp; 0 http://m.getsatisfaction.com/topics/7721701/replies/19476342 http://m.getsatisfaction.com/topics/7721701 19476342 UKR responded to "tax impact categories in quicken" 2018-04-20T22:59:38Z 2018-04-20T22:59:38Z UKR http://m.getsatisfaction.com/people/8342865 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11231531/Gartenzwerg2_medium.bmp ukr_8027544 <p>This is what my Category List shows, for reference:</p><p><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1725989/RackMultipart20180420-36917-u216di-Capture_inline.PNG?1524264854" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1725989/RackMultipart20180420-36917-u216di-Capture_inlinePNG1524264854" /></p><p>As you said, your _401EmployerContrib is different and therefore incorrect.</p><p>Since this is one of the built-in categories that <u>cannot be edited by the customer</u>, the question now becomes:</p><p>How can this incorrect category be fixed?<br />Hello, Quicken programmers, any ideas?</p> 1 http://m.getsatisfaction.com/topics/7721701/replies/19481312 http://m.getsatisfaction.com/topics/7721701 19481312 B. Dave responded to "tax impact categories in quicken" 2018-04-24T02:10:15Z 2018-04-24T02:10:15Z B. Dave http://m.getsatisfaction.com/people/9630659 https://www.gravatar.com/avatar/f5fc974d16584dd9437476075e12a8f6?d=identicon&s=55&r=PG dave_ffslxve9hsk0h Waiting for a solution to edit a Tax Impact category from a Quicken representative.<br /><br />B. Dave 0 http://m.getsatisfaction.com/topics/7721701/replies/19482247 http://m.getsatisfaction.com/topics/7721701/replies/19481312 19482247 mshiggins responded to "tax impact categories in quicken" 2018-04-24T14:14:28Z 2018-04-24T14:14:28Z mshiggins http://m.getsatisfaction.com/people/2779851 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10875349/original_medium.PNG mshiggins Can you post a screen shot of your category list similar to the one UKR posted? 0 http://m.getsatisfaction.com/topics/7721701/replies/19482510 http://m.getsatisfaction.com/topics/7721701/replies/19481312 19482510 markus1957 responded to "tax impact categories in quicken" 2018-04-24T15:35:21Z 2018-04-24T15:35:21Z markus1957 http://m.getsatisfaction.com/people/8342825 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10880020/100_1898_medium.jpg markus1957 These are not initial categories in a new Quicken file. They are created either when a 401k account is first added or when a paycheck is first added; not sure which. If a super-validate does not sort it out, Quicken support is probably the best option.<br /><br />I wonder whether a QIF or QFX export import might provide a path to resolve it?<br /><br />Or- You can create "hidden" categories so maybe an existing could be overwritten or a new one created that would function correctly. Again, Quicken support is the place to work this out. They may be able to go in and repair the file if this is a one-off or better yet add a routine in the validation process to check for issues with non-editable categories.&nbsp;<br /><br />If super-validate has not been tried, it should be, because it may already be in that routine. Bad Categories are not uncommon in the validation report. 0 http://m.getsatisfaction.com/topics/7721701/replies/19482551 http://m.getsatisfaction.com/topics/7721701/replies/19481312 19482551 mshiggins responded to "tax impact categories in quicken" 2018-04-24T15:55:39Z 2018-04-24T15:55:39Z mshiggins http://m.getsatisfaction.com/people/2779851 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10875349/original_medium.PNG mshiggins Humm. Never encountered a bad category in validating. 0 http://m.getsatisfaction.com/topics/7721701/replies/19482660 http://m.getsatisfaction.com/topics/7721701/replies/19481312 19482660 markus1957 responded to "tax impact categories in quicken" 2018-04-24T16:41:19Z 2018-04-24T16:41:19Z markus1957 http://m.getsatisfaction.com/people/8342825 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10880020/100_1898_medium.jpg markus1957 Sorry, couldn't recall the exact terminology in the log. Try a search for "damaged category" 0 http://m.getsatisfaction.com/topics/7721701/replies/19483279 http://m.getsatisfaction.com/topics/7721701 19483279 Quicken Sarah responded to "tax impact categories in quicken" 2018-04-24T20:43:34Z 2018-04-24T20:43:34Z Quicken Sarah http://m.getsatisfaction.com/people/8594221 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11179917/QIcon_medium.PNG sarah_sturdevant Hello B. Dave,<br /><br />Welcome to the Community!&nbsp; We appreciate you taking the time to share your experience; I've been researching the incorrect tax line items pretty extensively but so far have been unable to fully reproduce this issue or find a suitable solution/workaround.<br /><br />I'd like to get this in front of the Developers for additional research but since I am unable to reproduce this, would you be willing to provide a sanitized copy of your data file for debug?&nbsp; <br /><br />If so, please go to the Help menu in Quicken &gt; Report a Problem.&nbsp; Enter "Attention: Sarah" in the subject line, the link for this post in the description (<a href="https://getsatisfaction.com/quickencommunity/topics/tax-impact-categories-in-quicken" rel="nofollow" title="Link: https://getsatisfaction.com/quickencommunity/topics/tax-impact-categories-in-quicken">https://getsatisfaction.com/quickencommunity/topics/tax-impact-categories-in-quicken</a>) and mark the "sanitize data file" box and Send to Quicken.<br /><br />Once sent, please just let me know.<br /><br />Thank you,<br /><br />Sarah 1 http://m.getsatisfaction.com/topics/7721701/replies/19496787 http://m.getsatisfaction.com/topics/7721701 19496787 Quicken Tyka responded to "tax impact categories in quicken" 2018-05-01T20:44:40Z 2018-05-01T20:44:40Z Quicken Tyka http://m.getsatisfaction.com/people/8730399 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11196099/tyka_medium.jpg tyka_rose_snyder Hey B. Dave,<br /><br />Were you able to find the Report a Problem option in the help menu?<br /><br />Let us know where you are at so we can research this issue further!<br /><br />-Quicken Tyka 0 http://m.getsatisfaction.com/topics/7721701/replies/19567757 http://m.getsatisfaction.com/topics/7721701 19567757 B. Dave responded to "tax impact categories in quicken" 2018-06-06T15:11:13Z 2018-06-06T15:11:13Z B. Dave http://m.getsatisfaction.com/people/9630659 https://www.gravatar.com/avatar/f5fc974d16584dd9437476075e12a8f6?d=identicon&s=55&r=PG dave_ffslxve9hsk0h My current screen shot:<br /><br /><img /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1734181/RackMultipart20180606-69873-kfpvfm-Untitled_inline.png?1528297851" title="Image: https://d2r1vs3d9006ap.cloudfront.net/s3_images/1734181/RackMultipart20180606-69873-kfpvfm-Untitled_inline.png?1528297851" /> 0 http://m.getsatisfaction.com/topics/7721701/replies/19567769 http://m.getsatisfaction.com/topics/7721701/replies/19483279 19567769 B. Dave responded to "tax impact categories in quicken" 2018-06-06T15:16:44Z 2018-06-06T15:16:44Z B. Dave http://m.getsatisfaction.com/people/9630659 https://www.gravatar.com/avatar/f5fc974d16584dd9437476075e12a8f6?d=identicon&s=55&r=PG dave_ffslxve9hsk0h Hi Sarah,<br />What is a sanitized data file? Am I sending or sharing my entire quicken file? I have all my personal information that I am afraid to share. Please advise. 0 http://m.getsatisfaction.com/topics/7721701/replies/19567774 http://m.getsatisfaction.com/topics/7721701/replies/19496787 19567774 B. Dave responded to "tax impact categories in quicken" 2018-06-06T15:18:38Z 2018-06-06T15:18:38Z B. Dave http://m.getsatisfaction.com/people/9630659 https://www.gravatar.com/avatar/f5fc974d16584dd9437476075e12a8f6?d=identicon&s=55&r=PG dave_ffslxve9hsk0h Yes, I did. I am waiting for Sarah's reply on my question on Sanitized data file. 0 http://m.getsatisfaction.com/topics/7721701/replies/19568132 http://m.getsatisfaction.com/topics/7721701 19568132 B. Dave responded to "tax impact categories in quicken" 2018-06-06T18:20:57Z 2018-06-06T18:20:57Z B. Dave http://m.getsatisfaction.com/people/9630659 https://www.gravatar.com/avatar/f5fc974d16584dd9437476075e12a8f6?d=identicon&s=55&r=PG dave_ffslxve9hsk0h While amending the Tax Line Item as shown in the beginning of my conversation, I ended up with the current screen shot shown above. Tax Line Item of the first category is still not correct, which should show as "W-2:Salary or Wages, Self with a check mark in a circle. Besides I am unable to open Report on Transactions that use this category. I would appreciate any suggestions. 0 http://m.getsatisfaction.com/topics/7721701/replies/19568473 http://m.getsatisfaction.com/topics/7721701/replies/19483279 19568473 Quicken Sarah responded to "tax impact categories in quicken" 2018-06-06T20:58:56Z 2018-06-06T20:58:56Z Quicken Sarah http://m.getsatisfaction.com/people/8594221 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11179917/QIcon_medium.PNG sarah_sturdevant Hi B. Dave,<br /><br />Thank you for posting back.&nbsp; Sanitizing a data file, creates a copy of the file that has all personally identifiable information removed, including the Financial Institution login credentials, the transaction data is also obfuscated to protect your privacy.&nbsp; However, I have been looking into this further and may have an alternative solution.<br /><br />Please open Quicken and go to the Planning tab, select the "Tax Center" from the sub-tab's and then click on the "Show Tax Planner" button in the upper left.<br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1734225/6732-j0rt15_inline.png?1528318353" title="Image: https://d2r1vs3d9006ap.cloudfront.net/s3_images/1734225/6732-j0rt15_inline.png?1528318353" /><br /><br />In the window that opens, please click "Wages" from the left side and then click the blue link "View tax form lines used here."&nbsp; Another window will open and should list the category with a change button to the very right.&nbsp; <br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1734226/7846-1y773xa_inline.png?1528318491" title="Image: https://d2r1vs3d9006ap.cloudfront.net/s3_images/1734226/7846-1y773xa_inline.png?1528318491" />&nbsp;&nbsp;<img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1734227/7846-146uwdd_inline.png?1528318506" title="Image: https://d2r1vs3d9006ap.cloudfront.net/s3_images/1734227/7846-146uwdd_inline.png?1528318506" />&nbsp;&nbsp;<br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1734228/6732-yof4lb_inline.png?1528318518" title="Image: https://d2r1vs3d9006ap.cloudfront.net/s3_images/1734228/6732-yof4lb_inline.png?1528318518" />&nbsp;&nbsp;<img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1734229/6732-1i2t3pd_inline.png?1528318674" title="Image: https://d2r1vs3d9006ap.cloudfront.net/s3_images/1734229/6732-1i2t3pd_inline.png?1528318674" /><br /><br />You should be able to add, remove or edit the current tax line item and assign the correct one but please let me know how it goes.<br /><br />Thank you,<br /><br />Sarah 1 http://m.getsatisfaction.com/topics/7721701/replies/19569055 http://m.getsatisfaction.com/topics/7721701/replies/19483279 19569055 markus1957 responded to "tax impact categories in quicken" 2018-06-07T03:48:44Z 2018-06-07T03:48:44Z markus1957 http://m.getsatisfaction.com/people/8342825 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10880020/100_1898_medium.jpg markus1957 There is a good chance the "_401Contrib" category is not going to be displayed where you indicate because it is not linked to that Tax Line item.&nbsp;<br /><br /><br />But you are on the right track. I was able to create the category by Adding a 401k manual account to a test file; it displayed the proper tax line. I used your method to change the tax line to a blank entry. The category no longer shoed up in that section after closing and opening Quicken. I was then stuck in the OP's situation.<br /><br />Here is how to fix it.<br /><br />The _401 hidden categories are created when the first 401k account is setup in Quicken.<br /><br /><br />1. Manually create a new 401k type account with no holdings; this will add the tax line back to the _401Contrib category and it will now show up using Sarah's method.<br /><br /><br />2. Use Sarah's method to edit the _401Contrib category; all that is required is to check the "Tax Related Category" box so it displays the check mark in a circle.<br /><br />3. Delete the manual 401k account. 0 http://m.getsatisfaction.com/topics/7721701/replies/19569206 http://m.getsatisfaction.com/topics/7721701/replies/19483279 19569206 B. Dave responded to "tax impact categories in quicken" 2018-06-07T07:00:20Z 2018-06-07T07:00:20Z B. Dave http://m.getsatisfaction.com/people/9630659 https://www.gravatar.com/avatar/f5fc974d16584dd9437476075e12a8f6?d=identicon&s=55&r=PG dave_ffslxve9hsk0h Hi Sarah &amp; Markus1957,<br />With the combined help from both you, I have been able to assign the correct Tax Line to category _401Contrib.But still I am unable to open Report on Transactions that use this category. I would appreciate any suggestions.<br /><br />Thank you Sarah &amp; Markus1957<br />B. Dave 0 http://m.getsatisfaction.com/topics/7721701/replies/19569258 http://m.getsatisfaction.com/topics/7721701 19569258 B. Dave responded to "tax impact categories in quicken" 2018-06-07T08:27:39Z 2018-06-07T08:27:39Z B. Dave http://m.getsatisfaction.com/people/9630659 https://www.gravatar.com/avatar/f5fc974d16584dd9437476075e12a8f6?d=identicon&s=55&r=PG dave_ffslxve9hsk0h Assigning the Tax Line to the category "_401Contrib"&nbsp; is solved, but still I am unable to open Report on Transactions that use this category. I would appreciate any suggestions. <br />Thanks to all who helped in resolving the major problem.<br />B. Dave 0 http://m.getsatisfaction.com/topics/7721701/replies/19569875 http://m.getsatisfaction.com/topics/7721701/replies/19569258 19569875 markus1957 responded to "tax impact categories in quicken" 2018-06-07T15:32:13Z 2018-06-07T15:32:13Z markus1957 http://m.getsatisfaction.com/people/8342825 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10880020/100_1898_medium.jpg markus1957 When you click the Usage link for the category (81 based on your screen shot) in Tools&gt;Category List, do either the mini report or Full Report work as expected?<br /><br />Adding- I tested this in my production file. The "_401Contrib" category is not getting picked up in any Quicken report. <b>It's not your file. It's a new Quicken bug.</b> 0 http://m.getsatisfaction.com/topics/7721701/replies/19570026 http://m.getsatisfaction.com/topics/7721701/replies/19483279 19570026 markus1957 responded to "tax impact categories in quicken" 2018-06-07T16:40:17Z 2018-06-07T16:40:17Z markus1957 http://m.getsatisfaction.com/people/8342825 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10880020/100_1898_medium.jpg markus1957 Your welcome; I'm glad you got the category issue resolved.<br /><br />I tested the report issue in my production file. The "_401Contrib" category is not getting picked up in any Quicken report. <b>It's not your file. It's a new Quicken bug.</b> 0 http://m.getsatisfaction.com/topics/7721701/replies/19676590 http://m.getsatisfaction.com/topics/7721701/replies/19569258 19676590 markus1957 responded to "tax impact categories in quicken" 2018-08-03T17:31:28Z 2018-08-03T17:31:28Z markus1957 http://m.getsatisfaction.com/people/8342825 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10880020/100_1898_medium.jpg markus1957 Update- The category is now being picked up in Tax Reports but it still is not being picked up in the Itemized Categories and other Spending reports.&nbsp; 1 http://m.getsatisfaction.com/topics/7721701/replies/19683102 http://m.getsatisfaction.com/topics/7721701/replies/19569258 19683102 Sherlock responded to "tax impact categories in quicken" 2018-08-07T19:13:36Z 2018-08-07T19:13:36Z Sherlock http://m.getsatisfaction.com/people/7179861 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10875404/original_medium.gif sherlock_6874279 @<a alt="" href="https://getsatisfaction.com/quickencommunity/people/markus1957" name="" rel="nofollow" target="" title="" type="" value="">markus1957</a>: &nbsp;<br alt="" name="" rel="" target="" title="" type="" value="" /><blockquote alt="" name="" rel="" target="" title="" type="" value="">Update- The category is now being picked up in Tax Reports but it still is not being picked up in the Itemized Categories and other Spending reports.&nbsp;<br alt="" name="" rel="" target="" title="" type="" value="" /> </blockquote>The&nbsp;<i alt="" name="" rel="" target="" title="" type="" value="">_401Contrib&nbsp;</i> and&nbsp;<i alt="" name="" rel="" target="" title="" type="" value="">_401ContribSpouse&nbsp;</i>categories apply to transactions in a&nbsp;<i alt="" name="" rel="" target="" title="" type="" value="">special</i> built-in account,<i alt="" name="" rel="" target="" title="" type="" value="">Tax Impact of 401(k) Accounts</i>,&nbsp;only included in the <i alt="" name="" rel="" target="" title="" type="" value="">Tax Summary</i>&nbsp;and <i alt="" name="" rel="" target="" title="" type="" value="">Tax Schedule&nbsp;</i>reports (in Quicken 2016 R17.4).<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /> 0 http://m.getsatisfaction.com/topics/7721701/replies/19691166 http://m.getsatisfaction.com/topics/7721701/replies/19569258 19691166 markus1957 responded to "tax impact categories in quicken" 2018-08-12T01:36:53Z 2018-08-12T01:36:53Z markus1957 http://m.getsatisfaction.com/people/8342825 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10880020/100_1898_medium.jpg markus1957 Sherlock- the tax impact category has been around for a long time. It is only recently that those categories stopped reporting in the spending reports. Regardless of what Quicken is using the special Tax Impact category for, there is no valid reason that those other two should have been dropped from reports (they are still selected in the customization tab).&nbsp; This is not a case of "it's always been that way" or "it changed when ....changed". It stopped reporting when they screwed up reports for investment accounts with categories assigned to transactions. It needs to be fixed. 0 http://m.getsatisfaction.com/topics/7721701/replies/19691217 http://m.getsatisfaction.com/topics/7721701/replies/19569258 19691217 Sherlock responded to "tax impact categories in quicken" 2018-08-12T02:30:10Z 2018-08-12T02:30:10Z Sherlock http://m.getsatisfaction.com/people/7179861 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10875404/original_medium.gif sherlock_6874279 @<a alt="" href="https://getsatisfaction.com/quickencommunity/people/markus1957" name="" rel="nofollow" target="" title="" type="" value="">markus1957</a>:<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />I realize these categories have been around for a long time but, unless they are used in transactions of accounts included in the report, they can not appear in the report. &nbsp;<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />If you want to see the&nbsp;<i alt="" name="" rel="" target="" title="" type="" value="">_401Contrib&nbsp;</i>&nbsp;and&nbsp;<i alt="" name="" rel="" target="" title="" type="" value="">_401ContribSpouse&nbsp;</i>categories appear in a spending report, you would need to have transactions with these categories in accounts included in the report.<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />Normally, these categories only appear in transactions in the&nbsp;<i alt="" name="" rel="" target="" title="" type="" value="">Tax Impact of 401(k) Accounts&nbsp;</i>account and the&nbsp;<i alt="" name="" rel="" target="" title="" type="" value="">Tax Impact of 401(k) Accounts&nbsp;</i>account is only included&nbsp;in the&nbsp;<i alt="" name="" rel="" target="" title="" type="" value="">Tax Summary</i>&nbsp;and&nbsp;<i alt="" name="" rel="" target="" title="" type="" value="">Tax Schedule&nbsp;</i>reports:<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /><img alt="" name="" rel="" src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1745776/RackMultipart20180812-40386-q20nzx-Screen_Shot_2018-08-11_at_6.50.38_PM_inline.png?1534040885" target="" title="Image httpsd2r1vs3d9006apcloudfrontnets3_images1745776RackMultipart20180812-40386-q20nzx-Screen_Shot_2018-08-11_at_65038_PM_inlinepng1534040885" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /> 0 http://m.getsatisfaction.com/topics/7721701/replies/19692570 http://m.getsatisfaction.com/topics/7721701/replies/19569258 19692570 markus1957 responded to "tax impact categories in quicken" 2018-08-13T02:51:44Z 2018-08-13T02:51:44Z markus1957 http://m.getsatisfaction.com/people/8342825 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10880020/100_1898_medium.jpg markus1957 How does that logic fit with the fact that the category <i>_401EmployerContrib</i> still displays in spending reports? 0 http://m.getsatisfaction.com/topics/7721701/replies/19692876 http://m.getsatisfaction.com/topics/7721701/replies/19569258 19692876 Sherlock responded to "tax impact categories in quicken" 2018-08-13T06:59:46Z 2018-08-13T06:59:46Z Sherlock http://m.getsatisfaction.com/people/7179861 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10875404/original_medium.gif sherlock_6874279 The employer contributions are income so it should make sense for&nbsp;the&nbsp;<i alt="" name="" rel="" target="" title="" type="" value="">_401EmployerContrib</i>&nbsp;and&nbsp;<i alt="" name="" rel="" target="" title="" type="" value="">_401EmployerContribSpouse</i> categories to appear in paycheck transactions in the paycheck’s account and be available all reports that include the paycheck account.&nbsp;<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />On the other hand, the employee contributions are only deductions needed for tax reports and planning so it should't be too surprising that Quicken handles them differently. &nbsp;<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />If you were to implement a paycheck as a split transaction, you would have the employer contribution entry and a transfer of the employer and employee contribution amounts to the 401(k) account. &nbsp;If you tried to add an entry in the split for the employee contribution, you'd need to counter the amount of the contribution in someway so that income was not impacted. &nbsp;Instead, Quicken's solution was to place the employee contribution entry in a self-referencing MiscExpX transaction in a special investment account simply to track the amount of the deduction for the tax reports and planning.<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />In other words, it isn't appropriate to include the employee contributions categories in the non-tax reports because they do not represent income or expense. &nbsp;They're simply supposed to be special categories used in the special account.<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />HTH<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /> 2