This is why I let my accountant do the details. I have been confusing Qualified Capital Gains with capital gains in Qualified Plans such as 401-K or IRA. I would still put each 'category' in a separate account so the accountant can sort it all out.
On Fri, Mar 14, 2025 at 6:49 PM Fred Tydeman <tydeman.f...@gmail.com> wrote: > 2 286 "Total dividend income" Y A I 3 2011:1040:9a > 2 683 "Qualified dividend" Y A I 3 2011:1040:9b > > Thank you for the link. There are two kinds of dividends there (see above) > > I am running Gnucash 5.10 on Fedora Linux 41. > On my system there are four files named txf.scm (two US, two German) > I have not looked at them yet to see which one I should alter. > > I already have separate sub-accounts for qualified dividends and > non-qualified dividends. > I also have QBI 199A dividends. > > These different kinds of dividends are treated differently in taxable > accounts for US taxes. > > Clicking on: > Edit -> Tax Report Options > gets a popup that lists "TXF Categories" > So, yes, there are categories here. > > On Fri, Mar 14, 2025 at 6:09 PM sunfis...@yahoo.com <sunfis...@yahoo.com> > wrote: > >> I believe that txf has a standard ( >> https://taxdataexchange.org/docs/txf/v042/index.html) that governs what >> gets puts into the GnuCash system. There doesn't appear to be an entry for >> non-qualified dividends in the spec, although there is an entry for >> qualified dividends. >> >> The GnuCash txf data appears to be in libgnucash/tax/us/txf.scm, so >> you're able to edit that if you choose, but you'd have to manage that on >> your own. Of course, the tax software using txf to receive this information >> wouldn't know what to do with it. >> >> I agree with David C., though. Use separate accounts and assign each as >> appropriate. You can get the data into the report by using the Report Only >> option, but would have to manually get it into a tax software, since the >> category is Report Only. >> >> David T. >> On Mar 14, 2025, at 10:42 PM, David Carlson <david.carlson....@gmail.com> >> wrote: >>> >>> What I do is use separate accounts for qualified and non-qualified assets, >>> dividends, gains, etc. Then they can be individually assigned to whichever >>> line in whichever form they need to end up in for the tax report.I don't >>> think the government cares about qualified income except if it affects >>> costs when you take a distribution, so that may not even appear in the tax >>> report. >>> >>> On Fri, Mar 14, 2025 at 1:24 PM Fred Tydeman <tydeman.f...@gmail.com> wrote: >>> >>> Is it possible to edit or add to the TXF categories? >>>> I would like to have separate categories for >>>> qualified versus non-qualified dividends. >>>> ------------------------------ >>>> >>>> gnucash-user mailing list >>>> gnucash-user@gnucash.org >>>> To update your subscription preferences or to unsubscribe: >>>> https://lists.gnucash.org/mailman/listinfo/gnucash-user >>>> ----- >>>> Please remember to CC this list on all your replies. >>>> You can do this by using Reply-To-List or Reply-All. >>> >>> >>> >>> -- David Carlson _______________________________________________ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
