Now that I don't trust Quicken for ANY of my 1040 Schedule info, I've been going thru and comparing the paper 1099's line by line to see where Quicken falters.
Here's another bit of data that falls thru the cracks..... Foreign Tax Paid.
I don't see it getting downloaded for any of my mutual funds. The fund company must not transmit a transaction for Foreign Tax Paid ?
BUT - it then messes up comparing a 1099 to the Quicken imported data. ie - DIV = $295 ST Gain = $357 Quicken & TurboTax then show Box 1 = $652 (295 + 357)
BUT there is a $28 Foreign Tax on the 1099-DIV which therefore has Box 1 $680