{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/08068439af3d471188eae7d4b34b08df\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/08068439af3d471188eae7d4b34b08df-f885f54c63803634.gif","duration":255.955,"title":"EB - Entering Transactions - Using Tags","description":"This Loom explains how to use tags in Estate Bookkeeper to generate reports for taxable income. The speaker designed the tagging feature for one purpose: addressing cases where taxable income does not neatly match chart of accounts, such as taxable versus non-taxable dividends. It also covers IRA treatment, where traditional IRA or other qualified retirement account withdrawals are taxable amounts even though the accounting may show value changes as capital gains. The example tags taxable interest in checking and tags the IRA transfer when the retirement account is closed, then uses the Tagged Transactions report to show only transactions tagged as taxable for the accountant’s fiduciary returns."}