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Old TurboTax data appearing in Tax Planner. Any way to delete obsolete TurboTax data?

Aside from being annoying, the Tax Planner is presenting the data in various views/screens.
Is there a process for cleansing this old TT data or to have the Tax Planner ignore this ancient info?
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Answers

  • Quicken Diana
    Quicken Diana Moderator, Employee mod
    edited January 11

    Hello @ LBK

    Thank you for posting in the Community today, though I’m sorry that you’ve run into this issue with the outdated tax information being displayed.

    To clear this data from the TAX PLANNER choose RESET at the top left, then choose RESET TO QUICKEN DEFAULT VALUES.


    It sounded like the information is visible in other areas as well. Did this action clear the information from the other areas? If not, where else is it displayed?

    Thank you

    Quicken Diana 
  • Rocket J Squirrel
    Rocket J Squirrel SuperUser, Windows Beta ✭✭✭✭✭
    LBK said:
    Aside from being annoying, the Tax Planner is presenting the data in various views/screens.
    Is there a process for cleansing this old TT data or to have the Tax Planner ignore this ancient info?
    I don't know of any way, including Reset, to expunge old TT data other than importing newer TT data.
    But anywhere you see it, you can tell Tax Planner to not use it. In each tax line's "Details", just choose "User Entered" or "Quicken Data".

    Quicken user since version 2 for DOS, now using QWin Premier Subscription on Win10 Pro.
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