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. >> >> >> >> _______________________________________________ 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.
