Re: [GNC] Tax deferred account transfers suggestion

2021-04-07 Thread David G. Pickett via gnucash-user
Yes, GNUCash does not do this, it was a suggestion, see the subject, for account structures to enhance the tax report. Yes, ROTH's are not taxable.  The suggestion is about IRA and 401K accounts that are not ROTH, where the overwhelming probability is that transfers in from other account types

Re: [GNC] Tax deferred account transfers suggestion

2021-04-06 Thread David G. Pickett via gnucash-user
: gnucash-user@gnucash.org Sent: Mon, Apr 5, 2021 8:57 pm Subject: Re: [GNC] Tax deferred account transfers suggestion David P,  What verb would you use to declare that transactions in or out of a particular account should appear in a tax report as part of the total that should appear

Re: [GNC] Tax deferred account transfers suggestion

2021-04-06 Thread David Carlson
GnuCash doesn't make those decisions, they are up to the taxpayer. GnuCash can add up the transactions as the taxpayer has identified. On Tue, Apr 6, 2021, 3:44 PM Charlie Morrison wrote: > > >> On Apr 6, 2021, at 10:55 AM, Michael or Penny Novack < > stepbystepf...@comcast.net> wrote: > >> >

Re: [GNC] Tax deferred account transfers suggestion

2021-04-06 Thread Charlie Morrison
On Apr 6, 2021, at 10:55 AM, Michael or Penny Novack wrote: On 4/5/2021 8:57 PM, David Carlson wrote: David P, What verb would you use to declare that transactions in or out of a particular account should appear in a tax report as part of the total that should appear, for example, on a

Re: [GNC] Tax deferred account transfers suggestion

2021-04-06 Thread Kenneth Schneider
Ken Schneider > On Apr 6, 2021, at 10:55 AM, Michael or Penny Novack > wrote: > > On 4/5/2021 8:57 PM, David Carlson wrote: >> David P, >> What verb would you use to declare that transactions in or out of a >> particular account should appear in a tax report as part of the total that >>

Re: [GNC] Tax deferred account transfers suggestion

2021-04-06 Thread Alex Aycinena
> > -- Forwarded message -- > From: Michael or Penny Novack > To: gnucash-user@gnucash.org > Cc: > Bcc: > Date: Tue, 6 Apr 2021 10:48:35 -0400 > Subject: Re: [GNC] Tax deferred account transfers suggestion > On 4/5/2021 8:57 PM, David Carlson wrote:

Re: [GNC] Tax deferred account transfers suggestion

2021-04-06 Thread David Carlson
It is still up to the tax payer to be sure that he received all the forms he should have and that they are correct. I got one this year for unemployment income someone stole using my name. On Tue, Apr 6, 2021, 9:55 AM Michael or Penny Novack < stepbystepf...@comcast.net> wrote: > On 4/5/2021

Re: [GNC] Tax deferred account transfers suggestion

2021-04-06 Thread Michael or Penny Novack
On 4/5/2021 8:57 PM, David Carlson wrote: David P, What verb would you use to declare that transactions in or out of a particular account should appear in a tax report as part of the total that should appear, for example, on a certain line on form 1099-R from a certain custodian. The tax

Re: [GNC] Tax deferred account transfers suggestion

2021-04-05 Thread David Carlson
stance, cash movements between them should be > labeled: corrections, trading, gift, etc., but perhaps that is beyond the > scope of GNUCash. > > -Original Message----- > From: David Carlson > To: David G. Pickett > Cc: gnucash-user@gnucash.org > Sent: Fri, Apr 2, 2021

Re: [GNC] Tax deferred account transfers suggestion

2021-04-05 Thread David G. Pickett via gnucash-user
, 2021 2:53 pm Subject: Re: [GNC] Tax deferred account transfers suggestion I am not able to confirm right now but IIRC it is already possible to assign transfers from tax advantaged accounts as well as other accounts that trigger 1099s in the US to the respective forms in the tax report. On Fri

Re: [GNC] Tax deferred account transfers suggestion

2021-04-03 Thread David G. Pickett via gnucash-user
, etc., but perhaps that is beyond the scope of GNUCash. -Original Message- From: David Carlson To: David G. Pickett Cc: gnucash-user@gnucash.org Sent: Fri, Apr 2, 2021 2:53 pm Subject: Re: [GNC] Tax deferred account transfers suggestion I am not able to confirm right now but IIRC

Re: [GNC] Tax deferred account transfers suggestion

2021-04-03 Thread David Carlson
; customer accounts, for instance, cash movements between them should be > labeled: corrections, trading, gift, etc., but perhaps that is beyond the > scope of GNUCash. > > -Original Message- > From: David Carlson > To: David G. Pickett > Cc: gnucash-user@gnucash.o

Re: [GNC] Tax deferred account transfers suggestion

2021-04-03 Thread David G. Pickett via gnucash-user
: [GNC] Tax deferred account transfers suggestion I am not able to confirm right now but IIRC it is already possible to assign transfers from tax advantaged accounts as well as other accounts that trigger 1099s in the US to the respective forms in the tax report. On Fri, Apr 2, 2021 at 1:45 PM

Re: [GNC] Tax deferred account transfers suggestion

2021-04-03 Thread Alex Aycinena
> > -- Forwarded message -- > From: John Ralls > To: stepbystepf...@comcast.net > Cc: gnucash-user@gnucash.org > Bcc: > Date: Fri, 2 Apr 2021 19:43:55 -0700 > Subject: Re: [GNC] Tax deferred account transfers suggestion > > > > On Apr 2, 2021,

Re: [GNC] Tax deferred account transfers suggestion

2021-04-02 Thread John Ralls
> On Apr 2, 2021, at 1:02 PM, Michael or Penny Novack > wrote: > > On 4/2/2021 2:44 PM, David G. Pickett via gnucash-user wrote: >> It'd be nice if the transfers from tax deferred accounts (401k, IRA) to not >> tax deferred showed as taxable income on the tax report. Reverse transfers >>

Re: [GNC] Tax deferred account transfers suggestion

2021-04-02 Thread D. via gnucash-user
was a personal check book back in the 1980s. Yet Another David, This Time With A T. Original Message From: David Carlson Sent: Fri Apr 02 14:53:20 EDT 2021 To: "David G. Pickett" Cc: "gnucash-user@gnucash.org" Subject: Re: [GNC] Tax deferred account transf

Re: [GNC] Tax deferred account transfers suggestion

2021-04-02 Thread Michael or Penny Novack
On 4/2/2021 2:44 PM, David G. Pickett via gnucash-user wrote: It'd be nice if the transfers from tax deferred accounts (401k, IRA) to not tax deferred showed as taxable income on the tax report.  Reverse transfers might also be listed as tax deductions. It would help you to understand the

Re: [GNC] Tax deferred account transfers suggestion

2021-04-02 Thread David Carlson
I am not able to confirm right now but IIRC it is already possible to assign transfers from tax advantaged accounts as well as other accounts that trigger 1099s in the US to the respective forms in the tax report. On Fri, Apr 2, 2021 at 1:45 PM David G. Pickett via gnucash-user <

[GNC] Tax deferred account transfers suggestion

2021-04-02 Thread David G. Pickett via gnucash-user
It'd be nice if the transfers from tax deferred accounts (401k, IRA) to not tax deferred showed as taxable income on the tax report.  Reverse transfers might also be listed as tax deductions. ___ gnucash-user mailing list gnucash-user@gnucash.org To