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Include Long-Term Capital Gains Distributions
Applies to: | ||
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✔ Dynamic |
✔ Client Portal |
This setting allows you to include or exclude long-term capital gains distributions from the Income and Expenses report.
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.
Functionality is the same in the PDF report templates as in dynamic reports.
Transaction Reports
The following settings interacts with this option: