Plans for Tax Planning - Married Filing Separately
Jim McLaughlin
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Are there plans to provide two separate tax planning analyses for "married filing separately" situations within a single Quicken file? I realize the possible complexity of assigning income and expenses, but I can also imagine a relatively simple way to assign them. Is there interest in this option?
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You don't really need a special tool in Quicken to do this. All you need to do is make sure you use tags to designate all earnings and deductible expenses as one of you or the other or joint. Then you can easily pull reports to get the data you need to enter in the What If worksheet.
I use Turbotax, but hopefully other tax prep software has a similar feature.
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