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Need local help with Quicken transaction cleanup and categorization [Edited title]

pwoody

I have been using Quicken 2016 for a while. I need to fine tune my data in the catagory area so that I can file taxes more easily. Is there someone I can hire to come on my windows PC and hold my hand?

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NotACPA

Where are you located?

pwoody

Salem, Mass.

Rocket J Squirrel

The trick for preparing taxes is to make sure that your Quicken Categories are assigned the proper Tax Line Items so your tax reports are accurate. There is a list here:

https://www.quicken.com/support/tax-schedule-line-items-quicken-uses

and instructions here:

https://www.quicken.com/support/how-assign-tax-form-line-items-category

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