[GNC] TXF Categories

[Fred Tydeman]

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 sunfish62 at yahoo.com <sunfish62 at 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.417 at 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.fred at 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.
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>>
>>
>>