In microsoft.public.money, Andrew wrote:

- quote -

In the case of dividends, which can have components that are
qualified, unqualified, or return of capital, it is nearly
impossible to get them spot on. --especially if there is a REIT
involved. Other things are similarly difficult to get exactly.

BKM = Best Known Method's.

Seems like I am on the right track as I am following what you mentioned
below - it just seems that the numbers are never spot on and I have to tweak
them on the tax software.

Thanks for the reply.

"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:v5r6u0t4a9n6pat9p55c7er4ghmc111ke8[at]4ax.com...
- quote -

In microsoft.public.money, Andrew wrote:

- quote -

Money will export tax information to a tax program. That is very
useful for schedule D. It should be very useful for schedule C and E
(you can have more). If you are using schedule F, say so.

For schedule A and B info, I would rather use the 1099s myself, but
use Money for sanity checking and estimating in those area. You
choose which data you export to TXF for the schedules:

M04:Taxes-> ExportToTaxCut (even to export to TurboTax)
M05:Taxes-> TaxTools-> ExportToTaxSoftware


You determine which categories get fed to that TXF for the selected
forms:

See the Tax Category Manager
M04:Taxes-> TaxLineManager-> TaxCategoryManager
M05:Taxes-> TaxTools-> TaxLineManager-> GoToTaxCategoryManager

There you can determine which categories go to tax lines, and which
line they go to. You can change things.



- quote -

I think you are saying you did a QIF import into a clean file.

- quote -

BlacK Magic?

No FAQ.

I was wondering if anyone has a FAQ or some insight on setting up the
Categories in Money to match an import for these tax programs.

I've tried the import and just need to clean house with my Categories and
other things so the import is actually accurate.

Just curious for any BKM's.