Add a 'Qualified Dividends' Investment Transaction Action/Type (edited)

neon45
neon45 Member ✭✭✭
edited November 25 in Feature Requests

Simpifi does not pick up Qualified Dividends. They are show as Cash Dividends in the Transaction Detail from Schwab statements. Also, the dates don't match with the brokerage statement.

vz similfi beta.png

This is the matching entry in my brokerage statement showing Qualified:

VZ entry in Schwab statement 10-31.png

This is the brokerage history showing the Qualified Dividend $$ didn't hit my account until Nov 1.

VZ entry in Schwab acct history.png

Note, that the Action is a Qualified Dividend. I'm not sure what's going on, but this is another time consuming problem when putting together tax reports.

This is also another reason for the time consuming chore of changing all Investments to Payments. Since, even if we leave these transaction as an Income Dividend, it is still miss categorized since there is no Qualified Dividend option in Simplifi.

Hope this helps

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  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @neon45, thanks for bringing this to the attention of the Community!

    I have gone ahead and turned this into an Idea post requesting a 'Qualified Dividends' Investment Transaction Action/Type so other users can vote on it and our product team can review it.

    I hope this helps!

    -Coach Natalie

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