Allow Users to Add Tax Forms to Tax Planner (+18 Merged Votes)

Boatnmaniac SuperUser ✭✭✭✭✭
Tax Planner is a great tool however there are forms in Quicken that can be linked to categories but aren't associated with the appropriate Tax Planner buckets.  A good example of this is at this thread:
If Quicken won't associate all the tax forms in Quicken to the appropriate Tax Planner buckets, can Tax Planner be updated to allow users to do that?   It would make Tax Planner an even more valuable tool.
(QW Premier Subscription: R44.20 on Windows 10)
24 votes

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  • Quicken Community
    Quicken Community Employee mod
    edited November 2019
    I note this question was put previously but I see no concluding answer to it from 3 years ago. Where can I find or add the Tax line item for 1040 line 29 " Self employed Insurance Deduction". There does not appear to be a tax line item for this in the list of tax line items supplied!
  • markus1957
    markus1957 SuperUser, Windows Beta Beta
    edited January 2019
    You are correct. That tax line is missing in Quicken and should be added to the Adjustments>Allowable S.E. Health Insurance Deduction section in Tax Planner.
  • Unknown
    Unknown Member
    edited August 2019
    Same problem here. [removed - off-topic]
  • hpllc
    hpllc Member ✭✭✭
    edited December 2018
    Agree with Markus1957 and utilize the same adjustment in tax planner.  To assist in reporting using the Tax Summary Report I added a group of categories under a category named: Insurance:Self Employed for Health, Dental and Vision.  Selected the Tax Reporting line item as Schedule A:Doctors, dentists, hospitals for each of the categories.  Not perfect, but the activity shows up in Tax Summary Report and can be transferred easily to the Tax Planner Adjustments to Income based on your personal situation based on the allowable deduction limits as it related to net SE Income. 
  • twsf
    twsf Member ✭✭
    edited August 2019
    [removed - off-topic] It's a basic line in 1040 tax return (and an increasing number of americans are self-employed) - Quicken should have a corresponding category, appropriately placed.
  • ddkpe
    ddkpe Member
    edited May 2019
    Yes - Quicken needs to fix this ASAP!  Tax Planner - Adjustment to Income - Allowable S.E. Health Insurance Deduction has no available tax form line item for category assignment.  As a temporary work around, I am putting my self-employed healthcare premiums under under a new category and assigning it to Form 1040:Student loan interest (unused for me), so at least it shows up under Tax Planner - Adjustment to Income - Other Adjustments and segregated from our out-of-pocket medical expenses (in Schedule A:Doctors, dentists, hospitals).  
  • kimsdion
    kimsdion Member
    edited November 2019
    In our gig economy, both myself and my spouse have consulting income from side jobs. I'd love to see the 1099-MISC:Non-Employee Compensation line item duplicated to reflect self and spouse so I can track our consulting income separately in the Tax Planner.
  • Rocket J Squirrel
    Rocket J Squirrel SuperUser ✭✭✭✭✭
    I voted this up, but two things.
    1. Even the original poster needs to vote. Just posting leaves it with zero votes.
    2. OP, I am going to suggest that a moderator change your ID on this forum not to be your email address. Posting with your email address allows scammers and spammers to go after you.
    Quicken user since version 2 for DOS, now using QWin Premier Subscription on Win10 Pro.
  • UKR
    UKR SuperUser ✭✭✭✭✭
    Someone with a better tax background than myself will probably have to chime in here ...
    As far as I can see it, all the 1099-MISC lines would have to be duplicated into
    • 1099-MISC (Copy 1), Self: ...
    • 1099-MISC (Copy 2), Spouse: ...
    so that this can be properly recorded and transferred to tax software.
    On second thought ... what if someone gets more than one form 1099-MISC throughout the year, not just Self and Spouse but Job 1, Job 2, Job 3 ... that would make it necessary to support more than just 2 copies, perhaps even up to 10 or more.
    Quicken programmers: what do you say?
  • J_Mike
    J_Mike SuperUser ✭✭✭✭✭
    I think these of Tags will address the situation(s) you describe - a unique Tag for each 1099 source. The Tax Schedule Report will subtotal by Tag.

    I am not sure Tags, or separate Tax Line Items, will address the OP's query - where he wants separate totals in the Tax Planner.
    I am not intimately familiar with the Tax Planner but looking at a somewhat similar example in my file - I have SocSec income for both Self and Spouse and each has a separate category and separate Tax Line Item (Self & Spouse). Looking at the Tax Planner, these two sources are reported as a combined total. The Tax Schedule Report does provide separate totals for each.

    I think it would take some serious revision to the Tax Planner to get the OP's desired results.
    QWin & QMac (Deluxe) Subscription
    Quicken user since 1991

  • What about 1099 R for spouses??? are we supposed to combine our retirement incomes????
  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    What about 1099 R for spouses??? are we supposed to combine our retirement incomes????

    Re-read J_Mike's reply.  It completely answers your question.
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • Scooterlam
    Scooterlam SuperUser, Windows Beta Beta
    If you setup each of your side hustles as two separate business in Quicken HBR, then assign 1 to "self" and 1 to "spouse" (image 1), income will pass separately to tax planner (image 2).  You'll also have two separate business tags one for each side hustle.

    I've not tried this, but there seems to be existing functionality without adding complication to tax schedules.  Of course, you would have to purchase Home, Business and Rental version of Quicken, if you don't already own it.

  • Frankx
    Frankx SuperUser ✭✭✭✭✭
    edited January 2020
    Just to chime in with another view...

    I think @UKR, @J_Mike and @Scooterlam have laid out reasonable alternatives on how one can currently "see the ...1099-MISC:Non-Employee Compensation  ... [of] self and spouse so I can track our consulting income separately" albeit not within the tax planner.  Actually using Quicken accounts and reports (not the tax planner) is, I believe, a more effective way of tracking this information throughout the year.

    However the tax planner actually already provides for tracking the income and expenses of "self" and "spouse" on the "Business Income or Loss - Schedule C" tab/screen of tax planner.  The total "hustle" income of each (which eventually ends up on two or more 1099-NEC forms) would be displayed there as well as related expenses.  This format, by the way, is how it works for a joint tax return (i.e.- a H and W will each have to file a Schedule C and the Schedule C's are combined on one line of the Form 1040 - which is how tax planner is handling and displaying it now.

    So I won't be voting up the above suggestion, because it is not needed.

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  • Billley
    Billley Member ✭✭
    There's a bunch of line items missing. If IRS has them all, why can't Quicken?
  • hpllc
    hpllc Member ✭✭✭
    Echo the theme, align the Tax Reporting categories to the actual categories required to report.  We are paying a premium for Home & Business yet some categories used for businesses and self employed are missing.
  • Quicken Anja
    Quicken Anja Moderator mod
    Hello All,

    The Community Support team regularly reviews long-standing posts and Ideas for relevancy and current interest. This Idea seems to have stalled and we would like to gauge the current interest in this request. 

    If you would like to see this idea implemented, please add your vote and a comment explaining how this idea would be beneficial for you. More information, including steps to vote and how to submit your own Ideas for future product features/improvements, is also available here.

    Thank you,

    Quicken Community Support Team
    -Quicken Anja
  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    As shown in the referenced discussion, there are plenty of tax line items that could be incorporated into the Tax Planner, making it a more closely track deductions and thus a more useful tool.
    QWin Premier subscription
  • UKR
    UKR SuperUser ✭✭✭✭✭
    Still needed. Still important enough, IMHO, to be put on the programmers' Honey Do List.
  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭✭
    I agree that this and some of the other Tax Planner improvement ideas (such as are still needed.  While Tax Planner is a great tool but it really does need to be updated to better reflect real life scenarios.
    (QW Premier Subscription: R44.20 on Windows 10)
  • WallyNessa
    WallyNessa Member
    Agree. I was trying to edit expenses to correct incorrect Tax Line item assignment - Example Foreign divided taxes should go on Schedule 3, Line 1 -- Quicken does not list any of the numerical Schedules to 1040 in drop down.
  • clay
    clay Member ✭✭
    I use Quicken Home, Business & Rental Property.
    Please consider adding Schedule 1 line items to the tax reporting tab in the Category List when you click edit to link tax form line item to your category. See Schedule 1 at
  • CSlouis
    CSlouis Member
    Why would you have a tax planner feature and not all of the tax line items available? At least have the same ones available for self and spouse. 1099 R income and withholding are pretty basic tax categories that should not just be available for self. Why is the need for tax line items to be complete and accurate even a question for Quicken, much less a recurring "Is this still relevant?"