I'm getting an early start on my income tax and thought it might help to import my data from Quicken. Previously I hadn't done anything until my 1090's and W-2's came in.
The import works, except that it would be nice to group items, ie interest income, by institution. That's the way a 1090-INT would be. Is there any way to do that? Or is it OK to leave it by account on the Sched B?
Thanks in advance for your help.