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69.8. CD2B - Investment Interest or Dividends

CD2B - Investment Interest or Dividends

 To get a transaction to pull to the CD2 section B portion of the MO State Report, please take the following steps:

1. Create a new Misc. Income entry.
2. Enter the source, amount, and date, as well as any other relevant info.
3. Set the reporting code to either "INV INT - Investment Interest" or "INV PRI - Investment Principal" based on what you need to enter.
4. Go to Linking > Advanced, and search for the original expense.
5. Save the transaction. When you generate your report, you should see the entry appear on CD2.