nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

Community Homepage
Discussions
Categories
Support
- Quicken Classic
- Quicken Simplifi
Getting Started
Announcements & Alerts
- Announcements
- Alerts, Online Banking & Known Product Issues
Product Ideas
Beta

Tax Planner - any way to Exclude certain accounts ?

Ps56k2

Using Tax Planner - is there any way to exclude certain accounts ?

I don't see any way to get a list of accounts to be included/excluded.

Have a couple of investment accounts that I track for our son - 1099 is in his SSN -
Guess I could try and put those accounts into the "separate" area...
and see what happens with Tax Planner.

Find more posts tagged with

Comments

markus1957

That is how you do it. Make them "Separate" accounts. They will not appear in Tax Planner.

Rocket J Squirrel

Given that son has his own taxes, his accounts should be in a separate file from yours.

Quick Links

All Categories
Recent Posts
Activity
Unanswered
Best Of