Quicken - Interest & Schedule B

P.Schuman · 2008-02-06T23:39:58+00:00

so I have TurboTax 2007, and thought I would (for the first time)try and see what I can import from Quickensince we had a lot of portfolio activity this year.First - try it on my kids 1040 - and bring over his savings & Schwab account.DUH - even the simple savings didn't work correctly... good thing I checked it out -The monthly interest payments to the Chase Savings Accountwere listed in Quicken 2006 as: Description = Interest Payment Category = "blank"BUT - there was a single entry that had Category = Interest Incomeand that was the only transaction that was brought across for Import...

Feb 06, 2008 20 Replies

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Laura 18 years ago

The few times this has happened to me the actual check number was buried in the description that was passed to Quicken.

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Quicken - Interest & Schedule B

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