This product needs more... More granulated mapping to the federal tax forms.

MrLeeL

Categories: More granulated mapping to the federal tax forms, especially in the medical expenses for separate lab, and doctors and hospital expenses.

NotACPA

On IRS Schedule A, there's only a single line for "Medical and Dental expenses".  So what more granularity are you wanting?  All of your requested categories map into that single line, and you can add your own categories that map to that line.

Ps56k2

MrLeeL said:

Categories: More granulated mapping to the federal tax forms, especially in the medical expenses for separate lab, and doctors and hospital expenses.

You can create and map any new Category to the existing single line Sched A Medical deduction....

I happen to setup separate granular Quicken Categories for various medical expenses in the household - but they all map to the single IRS line item - and for us, it doesn't matter, never reach over the Standard Deduction anyway -

BUT - the granular Categories are good for the Quicken Spending by Category reporting...

MrLeeL

That I know. THey issue is that it is one lump category, where it is all separated out into several different lines on the 1040 Sched A. SO, it could still be more transparent. I always itemize and end up with 9 to 12k more in my refund. You should try both.

Ps56k2

MrLeeL said: I always itemize and end up with 9 to 12k more in my refund. You should try both.

doesn't matter how many separate detail lines - it's all just ONE total line item on the Sched A
- and it's still a percentage of your AGI - and for us, can't meet the Standard Deduction of $25k - so we use that -