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  #4  
Old 03-10-2006, 02:39 AM
ATHiker95
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Default Re: Charitable Donations not showing up in Tax Category

This is rather interesting - when I went back to the Tax Related
transactions report for 2005, I right clicked on one of the 4 entries
and then selected customize from the submenu - that took me to Tax
Related Transactions with a number of tabs. Under the Category tab, I
clicked on the Tax Category and then clicked on the button that said
Select Tax Categories and then clicked apply. Then they all showed up
in the report. Now why I had to do that, I have no idea. I thought I
had done this from the Category settings yesterday, but that did not
work. So a mystery, but at least got it to show up (now that I've
already finished my taxes and sent them in).

Mark

  #3  
Old 03-09-2006, 01:34 AM
Dick Watson
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Default Re: Charitable Donations not showing up in Tax Category

Several things come to mind:

There is some other customization of the report getting in the way.

Somewhere along the way, some logic crept into Money to ask and tag
transactions with a tax year. Is there some odd choice on the R-click menu
on the transactions in question? (Personally, I've never seen one of these
dialog boxes. I don't know whether this tagging is only exposed when
entering the transaction or is exposed somewhere after the transaction is
entered. Perhaps others could step in here.)

Note, in case it wasn't clear, my prior post was referring to the Category
settings, not to the Category TAB settings on the report customization.

What else is different between the ones that report and the ones that don't?

"ATHiker95" <athiker95[at]yahoo.com> wrote in message
news:1141870467.840710.116110[at]v46g2000cwv.googlegroups.com...
- quote -

> Checked that - they're all checked to be included - they even show the
> amount paid to the right for the year 2005. But when I run the report
> , it still only shows 4.



  #2  
Old 03-09-2006, 01:26 AM
Chris Cowles
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Default Re: Charitable Donations not showing up in Tax Category

"ATHiker95" <athiker95[at]yahoo.com> wrote in message
news:1141870467.840710.116110[at]v46g2000cwv.googlegroups.com...
- quote -

> Dick,
> Checked that - they're all checked to be included - they even show the
> amount paid to the right for the year 2005. But when I run the report
> , it still only shows 4.
> Mark



2006: Go to the category details, right-click the individual donations.
Check which tax year they apply to.

That may apply to 2005. I don't think it applies <= 2004.
--
Chris Cowles
Gainesville, FL



  #1  
Old 03-09-2006, 01:14 AM
ATHiker95
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Posts: n/a
Default Re: Charitable Donations not showing up in Tax Category

Dick,
Checked that - they're all checked to be included - they even show the
amount paid to the right for the year 2005. But when I run the report
, it still only shows 4.
Mark

 
Old 03-08-2006, 11:25 PM
Dick Watson
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Posts: n/a
Default Re: Charitable Donations not showing up in Tax Category

Check the Tax Line association stuff in Category Details for each of your
subcategories.

"ATHiker95" <athiker95[at]yahoo.com> wrote in message
news:1141861753.002183.218550[at]i39g2000cwa.googlegroups.com...
- quote -

> When I run a tax report for 2005, only 4 of my charitable donations
> showed up. Yet when I go to that category (Charitable Donations) and
> run a category report for the year, I have about 10 listed. Why isn't
> the tax report picking them up?



  #-1  
Old 03-08-2006, 10:49 PM
ATHiker95
Guest
 
Posts: n/a
Default Charitable Donations not showing up in Tax Category

When I run a tax report for 2005, only 4 of my charitable donations
showed up. Yet when I go to that category (Charitable Donations) and
run a category report for the year, I have about 10 listed. Why isn't
the tax report picking them up?

Thanks,
Mark
MS Money 2003 Deluxe

 

Tags
category, charitable, donations, showing, tax
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