03-11-2005, 11:15 PM
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 Re: Tax Report Export In Tools | Settings | Tax, you can identify the accounts to be included or excluded. By default, retirement accounts should be excluded (they were in my case), but it's worth checking there. -- Michael Gordon MVP "Senthil" <Senthil[at]discussions.microsoft.com> wrote in message news:89D5AC1B-06C0-440B-8DCA-18435C1FDF0E[at]microsoft.com... - quote - > I have recently upgraded from M04 to M05. In M04, if you want to export > Schedule D it correctly pulls information only from taxable account but in > M05 it pulls info from all investment account. I have verified in account > detail that the retirement flag is checked. Any ideas? |
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#-1
03-07-2005, 09:59 PM
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| Tax Report Export I have recently upgraded from M04 to M05. In M04, if you want to export Schedule D it correctly pulls information only from taxable account but in M05 it pulls info from all investment account. I have verified in account detail that the retirement flag is checked. Any ideas? |
| Tags |
| export, report, tax |
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