Tax Planner is virtually useless

Dave Abbott

I've been trying to determine my tax liability for 2024, but the tax planner does not import data accurately from my Quicken file, nor does it allow importing of the previous year's tax data from H&R Block tax software.

markus1957

You're correct about the lack of import capability from H&R Block, but as to your other comment about data from the Quicken file, as the old saying goes, "garbage in, garbage out."

If you want to provide a specific example(s) of where Quicken transactions are not reflected properly in the Tax Planner, I'd be glad to help you figure it out. It's very accurate if you assign the correct tax lines to your transactions.