[GNC] Tax Schedule Report Options

[Alex Aycinena]

On Mon, Feb 3, 2025 at 4:17 AM Fred Tydeman <tydeman.fred at gmail.com> wrote:

>
>
> On Sun, Feb 2, 2025 at 6:50 PM Alex Aycinena <alex.aycinena at gmail.com>
> wrote:
>
>> Fred,
>>
>>
>> > Some accounts show:  Sched B: Total dividend income
>> > Other accounts show:  Sched B(0): Total dividend income
>> >
>> > I do not understand where the "(0)" is coming from, nor how to change
>> it.
>> >
>> >
>> I'm not sure where exactly you are seeing this. On the Income Tax
>> Information popup I'm not seeing this anywhere. Nor on the report. Can you
>> clarify?
>>
>
> In the Tax Info column (not the popup)
>
> In the Top Right, click on the down pointing arrow.
> Click on the Tax Info box.
> In the data that shows up is where I get different descriptions.
>
>
Ah yes. On that display, the number in the parentheses is the copy number.
It is supposed to show the copy number if it is more than 1. So for
example, if in a joint return an account for one party is tagged with Form
8606, copy 1, and the account for the other party is tagged with Form 8606,
copy 2, the first one will show as "F8606: IRA basis at beg of year" and
the second one will show as "F8606(2): IRA basis at beg of year".

You've obviously found a bug. Since Schedule B doesn't allow you to specify
a copy number, it shouldn't ever display "Sched B(0): Total dividend
income". I will look into the code to figure out why that is happening for
you. By the way, I have several accounts tagged with "Sched B: Total
dividend income' and don't see "Sched B(0): Total dividend income" for any
of them. I wonder if anyone else has seen what you see?

Since the "Tax Schedule Report" has a seperate subtotal for each copy of a
Form/Schedule, does yours show the different accounts grouped under
separate subtotals (those that show "Sched B: Total dividend income"
subtotaled separately from those that show "Sched B(0): Total dividend
income")? If not, then the problem is likely with the code for displaying
on the "Accounts" tab. If yes, then the problem is likely with the code
that's saving the data in your file somehow putting in a 'copy number' of
'0' when it shouldn't in some cases and not in others. Please let me know.

After you have looked into that, could you, for an account that displays
"Sched B(0): Total dividend income" on the "Accounts" tab, try going to the
Income Tax Information popup screen and temporarily assign it to, say,
"Sched B: Interest Income", confirm that it has changed correspondingly on
the "Accounts" tab, then go back to the Income Tax Information popup screen
and change the assignment back to "Sched B: Total dividend income" and see
if that makes the "(0)" go away and report back with what happens?

Thanks,

Alex