Tax Year Prompt

Gerry Blue
Gerry Blue Quicken Windows Subscription Member ✭✭✭✭

I don't think I had the tax line item set up properly at the time I entered the payment of state income tax. When it asked me if the payment is for 2023 taxes, I clicked yes. Now when I look at the tax summary report for 2024, the state tax payment is not there. It is, however, in the tax summary report for 2023 even though the payment date is in April of 2024. Is there a way to fix this? As I understand it, state income tax paid in 2024 is a 2024 deductible expense and should be included in the 2024 tax summary report. Am I misunderstanding the concept?

Best Answer

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    I think that the only thing that you can do at this point is to delete that original txn and re-input it with the correct Tax Year

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    I think that the only thing that you can do at this point is to delete that original txn and re-input it with the correct Tax Year

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Gerry Blue
    Gerry Blue Quicken Windows Subscription Member ✭✭✭✭

    Thank you! I did that and it did not ask me the question again but now it shows up in the 2024 tax summary report.

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Probably didn't ask, speculation here, because it's so far into 2024 vs. when you originally entered it.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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