Re: [GNC] Tax report options (flywire)

Sent: Friday, May 19, 2023 6:31 PM To: Gyle McCollam ; gnucash-user@gnucash.org Subject: Re: [GNC] Tax report options (flywire) Thank you. I will try to do better in the future. Bob C. ___ gnucash-user mailing list gnucash-user@gnucash.org To updat

Re: [GNC] Tax report options (flywire)

Thank you. I will try to do better in the future. Bob C. ___ 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

Re: [GNC] Tax report options (flywire)

Friday, May 19, 2023 2:02 PM To: Gyle McCollam Subject: Re: [GNC] Tax report options (flywire) Hi: Huntington Bank offers OFX/QFX for checking and savings, but not AFAIK CD's. HTH Bob Crochelt On Thu, May 18, 2023 at 03:48:18PM +, Gyle McCollam wrote: > Brad, > As fr as banks with FD

Re: [GNC] Tax report options (flywire)

ssage -- From: flywire To: Gnucash Users Cc: Bcc: Date: Wed, 17 May 2023 17:17:45 +1000 Subject: Re: [GNC] Tax report options https://lists.gnucash.org/pipermail/gnucash-user/2023-May/107018.html flywire wrote: It is a spreadsheet process to add share/franking credits to etf/franking credits

Re: [GNC] Tax report options (flywire)

_ From: gnucash-user on behalf of Brad Morrison Sent: Thursday, May 18, 2023 5:56 AM To: gnucash-user@gnucash.org Cc: fdxmemberservi...@financialdataexchange.org ; fdxsupp...@financialdataexchange.org Subject: Re: [GNC] Tax report options (flywire) Hi Alex/all, Thank you for the overarching explan

Re: [GNC] Tax report options (flywire)

member of FDX, but that maybe something to consider...? Brad On 5/17/23 12:08, Alex Aycinena wrote: On Wed, May 17, 2023 at 9:00 AM wrote: -- Forwarded message -- From: flywire To: Gnucash Users Cc: Bcc: Date: Wed, 17 May 2023 17:17:45 +1000 Subject: Re: [GNC] Tax report opt

Re: [GNC] Tax report options (flywire)

On Wed, May 17, 2023 at 9:00 AM wrote: > > -- Forwarded message -- > From: flywire > To: Gnucash Users > Cc: > Bcc: > Date: Wed, 17 May 2023 17:17:45 +1000 > Subject: Re: [GNC] Tax report options > https://lists.gnucash.org/pipermail/gnucash-user/202

Re: [GNC] Tax report options

https://lists.gnucash.org/pipermail/gnucash-user/2023-May/107018.html flywire wrote: > It is a spreadsheet process to add share/franking credits to etf/franking > credits (Distribution:13Q) and similar for capital gains > (Distribution:18H:18A) since the components are the same tax item. Any >

Re: [GNC] Tax report options

The intention was to highlight the response used accounts, not the built-in tax report, rather than suggest the tax report should be available to Australians. I imagine the report allows tax codes to be attached to accounts and sums all accounts for the same code. I was taught to align accounts to

Re: [GNC] Tax report options

> On May 14, 2023, at 19:24, flywire wrote: > > GnuCash Tax reporting feature doesn't work for Australia. Nor are they intended to be. TXF is a format invented by a US company, Intuit, to transfer information from their Quicken personal finance manager to their US tax-reporting program

[GNC] Tax report options

GnuCash Tax reporting feature doesn't work for Australia. To extend a few comments: > ...enter these foreign tax transactions... to a separate foreign tax account > That's perhaps because you hold foreign stocks only through mutual funds > That's what accountants are for. Asking GnuCash to

Re: [GNC] Tax report options

Why yes, John, that's exactly it. I've only owned foreign stocks in mutual funds (and ETFs). So if you ask me right now, almost halfway through the year, how much foreign taxes I've paid or had paid for me, I just shrug. I won't know until next February. Oddly enough, one of the past letters

Re: [GNC] Tax report options

That's perhaps because you hold foreign stocks only through mutual funds. The brokers I've used over the years (mostly Smith Barney and Schwab) report foreign tax withheld on statements as part of reporting dividends on individual foreign stocks that I hold via ADRs. Regards, John Ralls > On

Re: [GNC] Tax report options

That's perhaps because you hold foreign stocks only through mutual funds. The brokers I've used over the years (mostly Smith Barney and Schwab) report foreign tax withheld on statements as part of reporting dividends on individual foreign stocks that I hold via ADRs. Regards, John Ralls > On

Re: [GNC] Tax report options

That's what accountants are for. Asking GnuCash to provide that level of monitoring is out of scope for the software. ⁣David T. ​ On May 14, 2023, 5:25 PM, at 5:25 PM, Ken Farley wrote: >Form 1116 has cost me at least a couple of iterations of filing my >taxes >in the past. It would be nice

Re: [GNC] Tax report options

I enter these foreign tax transactions as they are transmitted to me by the broker (my brokerage presents them all). They go to a separate foreign tax account, making tracking easy. ⁣David T. ​ On May 14, 2023, 5:44 PM, at 5:44 PM, Fred Tydeman wrote: >When I get the 1099 DIV forms for

Re: [GNC] Tax report options

While I have nothing useful to say about tracking foreign taxes paid in GnuCash, I will add that IRS Form 1116 (https://www.irs.gov/forms-pubs/about-form-1116) is unpleasant to deal with and the firm that I work for usually elects not to file it, if the client meets the election requirements

Re: [GNC] Tax report options

When I get the 1099 DIV forms for mutual funds and stock brokerage accounts, I add two transactions dated year end (if this is the only mention of foreign taxes): Foreign tax: +xxx (expense) Dividend: +xxx (income) for each net foreign tax paid for each security. I am looking for the

Re: [GNC] Tax report options

Form 1116 has cost me at least a couple of iterations of filing my taxes in the past. It would be nice if something told me I needed it...but unless I was paying taxes to a foreign nation directly, meaning a transaction occurs in one of my accounts, I don't see how I would have it included in

Re: [GNC] Tax report options

Thank you. That worked. On Sun, May 14, 2023 at 12:11 PM David T. wrote: > You should be able to select an account and its children to receive a > single tax code. In the past, you could only set a single account, but I > believe now that you can assign multiple accounts to a single code. > >

Re: [GNC] Tax report options

You should be able to select an account and its children to receive a single tax code. In the past, you could only set a single account, but I believe now that you can assign multiple accounts to a single code. Note that you cannot go through and set all your accounts to various tax

[GNC] Tax report options

I have marked a dividend parent account as Sch B dividend income. Is there an easy way to apply that to all of its child accounts? Or, do I have to add the income tax information to each child one by one? ___ gnucash-user mailing list

Re: [GNC] Tax report options

Of course there is, but it's unlikely to be a simple fix. Alex A. has been the primary maintainer of the tax options code. From my recollections, the process is not entirely straightforward. ⁣ David T.​ On May 14, 2023, 09:56, at 09:56, Fred Tydeman wrote: >Is there a way to add to the Edit

[GNC] Tax report options

Is there a way to add to the Edit -> Tax Report Options? For example, I would like to add Form 1116 Foreign Tax Credit ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe:

Re: [GNC] Tax Report Options not working

I used the official 3.1 release...will stay with 2.6.21 for a while, thx! On Tue, May 8, 2018, 5:38 PM David Carlson wrote: > Tom , Since you are using Windows 10 the issue must be a Windows thing. > Are you using the official release or one of the nightly builds?

Re: [GNC] Tax Report Options not working

Tom , Since you are using Windows 10 the issue must be a Windows thing. Are you using the official release or one of the nightly builds? I don't know if the developers would suggest trying one of them for this issue, but I see that there is a May 6 build in the nightly directory. <

Re: [GNC] Tax Report Options not working

Tom, I'm glad you got it working. I have just tried this on my Fedora linux system and there the tax entries do stick. I tried with both an xml based file and a sqlite3 based one. So I don't know why it's not on your system. Geert Op dinsdag 8 mei 2018 22:29:56 CEST schreef Tom Charles: >

Re: [GNC] Tax Report Options not working

I cannot say whether version 3.x is different as I have not tried that, but in the 2.6.x versions it is necessary to use the tax report options configuration to assign a tax form, line number and copy number to each tax worthy account individually before it will appear in the Tax report. Since

[GNC] Tax Report Options not working

Hello, I am using v3.1 of GNUCash and I am try to set up the Tax Schedule Report and cannot figure out why I cannot get the report to run and give me the expected data. The message I get is the following: Period from 2018-Jan-01 to 2018-Dec-31 Tax Year 2018 Tax Entity