Knowledge Base

Money: No Schedule D Form Option Available in Money

Article ID: 121535

Article Last Modified on 1/19/2007

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This article was previously published under Q121535

SUMMARY

Microsoft Money does not contain a Schedule D Tax Form option that you can assign to a category or subcategory. The Schedule D Form is used to report your capital gains to the IRS.

Money does have a Capital Gains Report available that can be used to retrieve the necessary information.

MORE INFORMATION

To create a Capital Gains Report, use the appropriate method for your version of Money.

Creating a Capital Gains Report in Money 98 or Later

  1. On the Money navigation bar, click Reports.

    If you are using Money 2001, click Reports Gallery.
  2. In the left pane, click Taxes.
  3. In the list of tax reports, click Capital Gains, and then click Go To Report/Chart.
  4. Click Customize.
  5. Customize the report or refine the information you want on the report, and then click OK.
You can now print the report or export it to a text (.txt) file.

Creating a Capital Gains Report in Money 97

  1. On the Contents screen, click Report and Chart Gallery.
  2. Click Taxes.
  3. In the list of reports, click Capital Gains, and then click Go To Report/Chart.
  4. Click Customize.
  5. Customize the report or refine the information you want on the report, and then click OK.
You can now print the report or export it to a text (.txt) file.

Additional query words: w_money money97 money98 money99 money2000 dolly

Keywords: kbmoneyinvest kbprb kbui KB121535


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