In microsoft.public.money, - Bobb - wrote:

- quote -

You could just File-> New-> NewFile to create a new file. Click
Decline during setup.

You can then switch between files with the MRU list at the bottom of
File.

"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:61qq03davb0itrc5kgjtfanj50j2295v5r[at]4ax.com...
- quote -

Rats ! Ok, I'll do that.. I'll then reload M2006 on a spare PC and look
at the categories with no file loaded to see 'what category links to
which form' and manually make mine match so NEXT year the tax export
works.

Thanks once again.

Have you looked at Tools - Settings - Category Settings - Show Full Category
List (which is supposed to "restore deleted default categories")
Alternatively you can create a New file to see what the default categories
area in a New file.

-Mark

"- Bobb -" <bobb[at]noemail.123> wrote in message
news:ufVKYBwcHHA.4516[at]TK2MSFTNGP04.phx.gbl...
- quote -

In microsoft.public.money, - Bobb - wrote:
- quote -

As far as I know, the tax categories are in the file rather than the
installation.

I would suggest that you use advanced Tools-> FindAndReplace to
change the transactions to suitable categories. For example, change
the payments where that health club is the payee to some other
category.

Make an extra copy/backup in case you want to undo something.



- quote -

I don't think that is going to help you.

"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:8hpeu2tfju0lk8frnn16uj9p79nf595nq8[at]4ax.com...
<< snipped> Cal,

I'd like all factory categories ( along with their tax form links) to be
reloaded/ listed so I know what category is related to what form.

I just created a txf file ( for the first time ever ) for TurboTax 2006
and see that a lot of the tax related categories "aren't right" or
"missing" - due to me messing with them over the years. As categories
started appearing on my visa bill for instance, I changed it to my
previously existing one - thereby messing up the tax-category links.
Also now that I'm looking at all of the categories I see a category for
: Bills - Electric , Bills: Insurance etc and I had each already setup
as a separate category which may/ may not have the correct tax form link
.. For instance I just saw on Schedule A that I had thousands of dollars
in deductions - I checked how it got that number and my monthly health
insurance is listed as ' medical ' and so it showed up on my 1040 as a
deductible medical expense - which it isn't ... simliar issues for other
items. Anyway to 'have all the factory categories appear' - along with
the related tax form checkbox for that category ? I'll then delete MY
categories and change the info to relate to the NEW categories. I
COULD pick thru everything if I knew what forms items were related to ,
but I don't and I'm sure would miss tax-related transactions.

I just remembered that my neighbor has M2006 on a store-bought pc and
he's never used it - just bring my money backup over there and import
the money file - correct my category issues - then export a txf file ?
then save as mny file again and bring it home ? would that work ? I
think I'd have to correct each entry of mine as it was imported if it
didn't match the factory categories - or would it just create the 'new
ones' anyway ? - defeating my effort ?

Thanks
Bobb

When it is credited to your account register, simply edit it to dividend
rather than short term cap gain. That will take care of it for tax report.

"W'" <W[at]discussions.microsoft.com> wrote in message
news:6E13DFF6-B95A-4752-B4FB-D3AA527CAB54[at]microsoft.com...
- quote -

If you insist on recategorizing Cap Gains as Dividends, then modify the
transactions to be Dividend or Reinvest Dividend transactions.

-Mark

"W'" <W[at]discussions.microsoft.com> wrote in message
news:A5B641A3-D445-47EE-A1E8-2AE4824382E6[at]microsoft.com...
- quote -

I'm no accountant. But if the IRS believes that STCG distributions are to be
taxed the same as dividends, and if Money purports to give us tax-reporting,
then the STCG's should at least show up on the 'correct' account. But this is
mere rhetoric.

I'd like to 'force' money to put STCG distributions on the correct IRS
report. But when I try, I run into some categories that cannot be
re-assigned; they are hardwired.

I usually use TT and probably do report correctly. But auditing my
investment records back through the investment years, TT is useless and I
need to depend on Money to give me the correct reports. It seems that many
things can happen within Money to screw up your investment records with out
you realizing it. So I like to check on things before I file my annual
return. Yes, its sort of like counting my pennies at the Temple.

"Cal Learner-- MVP" wrote:

- quote -

In microsoft.public.money, W' wrote:

- quote -

They are included on the capital gains report.

Now you may argue that Short term cap gains should not go on the
capital gains report because they currently get put on the same US
tax form as dividends. But the rebuttal that they *are* capital
gains would probably not convince you otherwise. Regardless of the
logic, they are on the capital gains report.

- quote -

"S-term Cap Gains Dist" or the related "Reinvest..." transaction.

- quote -

If you use Money to create a TXF file that includes long and short
CG info, and then feed that file to TurboTax or TaxCut, you will
find that the "S-term Cap Gains Dist" transactions to get put to the
right spot on (US taxes) schedule B. The stock sells will show up on
schedule D.

.... that old saw.

I get frustrated with M06 (and previous M's) when I look at the dividend and
cap gains reports. Short term cap gains distributions from mutual funds
should be included on the dividend report and they aren't. So I need to go
back and forth between reports, or paper, or the beer keg in order to make
sure I'm not telling the IRS a lie.

So, is there a way to properly categorize these distributions? M06's
handling of categories is even more daunting than the IRS rules.