Hi,
The reinvested distributions in the ROTH IRA account shows up in the tax
estimator as dividend income. The account has been set up as a retirement
account in Money 2006 Deluxe.
I tried "right click", remove this transaction from tax calculations..did
not work
I tried "remove" ...also did not work.
I tried to change the category of the orignal transaction, but unable to do
so because Money does not seem to allow the investment activity category to
be changed.
How do I exlcude these distributions from the tax estimator?
Is there a way to create a new type of "Investment Activity" in the options
available from the drop down list... for instance "Reinvest Tax Exempt
Distributions" ?
Is there a way to change the mapping of the "revinest dividends" so that it
maps to a different Category?
Apologies if this has been previously covered.
Thanks