Thanks for all the responses so far.

Brent, I use reinvest dividends.

Levi

"Brent" <HarvestThis[at]Spammers.Net> wrote in message
news:OyZHNki2HHA.4880[at]TK2MSFTNGP03.phx.gbl...
- quote -

The easiest thing would be to customize the reports to exclude these
accounts. Give that a try and let us know how it works.

--
Michael Gordon


"TXLevi" <nosPamtxlevi[at]hotmail.comnospAm> wrote in message
news:uLcfXxb2HHA.5116[at]TK2MSFTNGP04.phx.gbl...
- quote -

Just a quick thought...

For transaction "Activity", do you use "Reinvest Dividend" or
"Dividend", which must be transferred to a cash account before
reinvestment?

If you think Money handles your IRA poorly now, Levi, just wait until
it's time for distributions.

I have ours set up so that under "Details" for each individual IRA
investment "Tax exempt" is checked. I worked this out many years ago
and unfortunately, the rationale escapes me without further research,
but may very well be what you describe.

I can attest that this works, however, at least for us. In the
intervening years I've allowed my Money expertise to atrophy, so take it
for what it's worth.


"TXLevi" <nosPamtxlevi[at]hotmail.comnospAm> wrote in message
news:uoNGMHP2HHA.4880[at]TK2MSFTNGP03.phx.gbl...
- quote -

Michael, thanks for your response. Here is the f/u info you requested...

For my IRA,
Under "Change Acct Settings", Retirement Acct is checked.
Under investment details for each investment, tax emempt is unchecked.

Dividends for this account show up as taxable dividends in my current year
"Tax-Related Transactions"

Interest for this account are showing as "Tax-Exempt Interest" because that
is where I do the manual transaction.

Thanks for any further remedy for keeping Money from showing these dividends
as taxable in the current year.

Blessings,
Levi

"Michael Gordon" <gordonm[at]denison.edu> wrote in message
news:Okck0KV2HHA.5772[at]TK2MSFTNGP02.phx.gbl...
- quote -

There shouldn't be any need to identify the holdings as tax-exempt as
correctly designating the acct should do it. But I'm curious that you say
"tax emempt" -- not because of the typo -- but because the correct
designation should be tax-deferred. Can you explain? In addition, where do
you see Money recording the "increase" as taxable?

--
Michael Gordon


"TXLevi" <nosPamtxlevi[at]hotmail.comnospAm> wrote in message
news:uoNGMHP2HHA.4880[at]TK2MSFTNGP03.phx.gbl...
- quote -

I have recently set up an account in Money labeled IRA. I checked the box
for retirement acct. I check-marked the holdings in the acct as "tax
emempt".

Money is still recording any increase in the IRA acct as taxable interest or
dividends. How do I fix this?

Thanks,
Levi