Pre-tax Deductions

I have two pre-tax deduction that are not related to 401k. How do i set those up so they do not show as income in the tax planner?

Best Answer

  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    Accepted Answer
    TOOLS, Manage Bill and Income Reminders,  click ADD (at the top of the window), and click "Paycheck Setup Wizard" at the bottom on the "ADD" window.
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP

Answers

  • markus1957
    markus1957 SuperUser, Windows Beta Beta
    Use the paycheck wizard and select the type of pre-tax deductions that best represent your situation.
  • Steve Tennant
    Steve Tennant Member
    Where in my windows version of Quicken Deluxe do I find the Paycheck Wizard? There is no obvious menu choice for that. I have been using Quicken for a while, and I've not seen this tool before.
  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    Accepted Answer
    TOOLS, Manage Bill and Income Reminders,  click ADD (at the top of the window), and click "Paycheck Setup Wizard" at the bottom on the "ADD" window.
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • markus1957
    markus1957 SuperUser, Windows Beta Beta
    There's also a link in the Planning Tab, Tax Center, Taxable Income YTD section.  Using the in-product help would also direct you yo it.
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