Tax planner showing incorrect amount

System
System Member admin
edited January 13 in Manage Accounts and Transactions (Windows)
This discussion was created from comments split from: Tax Planner 2021.

Comments

  • CML
    CML Member ✭
    Using Tax Planner the projected tax is way off. I checked it with the tax brackets for income earned in 2021 and it's off by 7-8K!
  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Is the projected tax too high or too low?

    Compare each section in the summary to your last year's return to see if there are differences that need to be corrected.

    If you have significant dividend income, make sure you have a proper entry for qualified dividends.

    More details would help...
    QWin Premier subscription
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