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How Include Long-Term Capital Gains Distributions Works In Dynamic Reports In PDF Reports Reports With This Setting Related Settings

 

How Include Long-Term Capital Gains Distributions Works

Applies to:
✔ Dynamic	✔ PDF	✔ Client Portal

This setting allows you to include or exclude long-term capital gains distributions from the Income and Expenses report.

In Dynamic Reports

In the example shown, short-term capital gains are included or excluded, but Include long-term capital gains distributions works the same way.

• To include long-term capital gains, select the check box. It is selected by default.

  A link to data for short-term capital gains distributions is added, and clicking the link displays short-term capital gains data.

  

• To exclude long-term capital gains, clear the check box.

  The link to short-term capital gains is removed, and income excludes short-term capital gains.

  

In PDF Reports

Functionality is the same in the PDF report templates as in dynamic reports.

Reports With This Setting

Transaction Reports

• Income and Expenses

Related Settings

The following settings interacts with this option:

• Include Income

• Include Expenses