tax planner using 2024 data

Seth

The calculations for Business Income or Loss - Schedule C are show as "Quicken Data (from 2024)" when the planning year is 2025. No other section has this issue.

Rocket J Squirrel

I'll guess you don't yet have any items (transactions) in 2025 using that tax line item. QWin will show 2024 until you have something from 2025. For now, choose User Entered and leave it at zero until you actually have something to track.

Boatnmaniac

If you have 2025 revenue that is not reflected here:

1. Click on the blue link for View tax form line items used here.
2. Make note of the tax form line items that are listed.
3. Go to Tools > Category List > right click on the category that you are using for your 2025 revenue > Edit > Tax Reporting Tab
4. If there is no tax form line item shown there, select it from the drop down and Save.
5. If there is a different tax form line item shown there, then perhaps there is a different category with the correct tax form line item that should be used? You can scroll through the Category List to see which category(ies) have the correct tax form line item and maybe you should be using it?