I received dividends in several brokerage accounts in 2007, and entered them using the standard entry forms. When I look in the transaction lists, they are all there, categorized as DivX or Div. However, none of them show up when I run the standard tax report for schedule B. I have made no changes to the standard categories or reports. I've searched through all the report and category options, but don't see a reason for the dividends to be excluded.
Could the problem be that this data file originated in 1995, and has been pushed through many Quicken upgrades? Is there some way to reset the categories and reports, or otherwise get them to behave correctly? Or, is there some other way to troubleshoot this?
(Starting over is not an option; I wish to keep all my historical data).
Thanks.