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Include Long-Term Capital Gains Distributions

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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.

In PDF Reports

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

Reports With This Setting

Transaction Reports

Related Settings

The following settings interacts with this option: