Tax Planner

Discussion List

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  Mutual Fund Conversion Taxable and Nontaxable

  GW 64 views 10 comments 0 points Most recent by skypilot744 September 25Investing (Windows)
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  Accountant would like to run a copy

  Accepted Answer Closed Joe Ciccio 34 views 6 comments 0 points Most recent by Joe Ciccio August 9Reports (Mac)
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  Tax Planner - Compute taxable Social Security income

  New Rocket J Squirrel 253 views 10 comments 24 points Most recent by Boatnmaniac August 9Budgeting and Planning Tools (Windows)
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  Why Doesn't Quicken Offer Finer Breakdown for IRS Tax Schedule A Categories (17 Merged Votes)

  New William Toperzer 159 views 27 comments 12 points Most recent by [email protected] July 25Budgeting and Planning Tools (Windows)
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  401K deductions show up in the YTD section of the Tax Planner, but not in the Projected Tax Plannerr

  Accepted Answer Closed Joe4 21 views 1 comment 0 points Most recent by Chris_QPW July 18Budgeting and Planning Tools (Windows)
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  How to show repaid RMD such that net is zero?

  Rocket J Squirrel 52 views 7 comments 0 points Most recent by q_lurker July 2Investing (Windows)
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  Stock transfer from IRA to meet the RMD

  Closed 4est 31 views 4 comments 0 points Most recent by Rocket J Squirrel July 1Investing (Mac)
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  Why do some properties get their own tax line items on the schedule E report?

  Closed terrybrand98 33 views 2 comments 0 points Most recent by YingDave June 29Business and Rental Property Tools (Windows)
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  Why can't I import 2019 TurboTax file? TurboTax Import Failed! (Error 2)

  Closed JLP1976 24 views 4 comments 0 points Most recent by Sherlock May 30Errors and Troubleshooting (Windows)
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  Tax Reports Should Contain current 1040 tax schedules, such as 1, 2 and 3

  New bbethke 32 views 1 comment 7 points Most recent by Tom Crehan May 20Reports (Windows)
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  Tax planner not including future estimated state tax payments

  Rocket J Squirrel 66 views 10 comments 0 points Most recent by Sherlock May 14Budgeting and Planning Tools (Windows)
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  Report tax implications of transfer to/from retirement account

  Answered Closed urbanian 77 views 6 comments 0 points Most recent by Frankx May 6Registers & Transactions (Mac)
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  Social Security amounts differ from Quicken and 1099-SM. Why?

  Accepted Answer mstv01 13 views 1 comment 0 points Most recent by Frankx April 30Errors and Troubleshooting (Windows)
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  Tax Planner and Adjustments to Income Schedule 1 Part II Line 10

  Answered Closed Tony Long 25 views 9 comments 0 points Most recent by Tony Long April 25Budgeting and Planning Tools (Windows)
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  WEP calculation

  Answered acferrad 11 views 1 comment 0 points Most recent by markus1957 April 21Reports (Windows)
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  Social Security benefits in the Planner

  Accepted Answer Closed acferrad 46 views 5 comments 0 points Most recent by acferrad April 21Budgeting and Planning Tools (Windows)
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  Planning: post retirement taxability

  Accepted Answer acferrad 22 views 3 comments 0 points Most recent by Chris_QPW April 19Reports (Windows)
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  Downloading last years account activity for tax purposes

  Answered Akurschner 42 views 4 comments 0 points Most recent by Chris_QPW April 16Download, Add/Update Accounts (Windows)
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  View previous year tax schedule in Q Mac

  Accepted Answer Closed paula.nichols 31 views 2 comments 0 points Most recent by paula.nichols March 30Reports (Mac)
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  Merged: Provide for Capital Gain Adjustments

  ChicagoGuy 1 view 0 comments 0 points Started by ChicagoGuy March 15 Investments (Windows)
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  Tax Planner Data Source - TurboTax can not be selected

  EU_Mart 31 views 4 comments 0 points Most recent by EU_Mart February 26Budgeting and Planning Tools (Windows)
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  Electric vehicle tax credit (3 Legacy Votes)

  New KenB 21 views 2 comments 3 points Most recent by Boatnmaniac February 10Budgeting and Planning Tools (Windows)
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  Can I use a version of TurboTax not equivalent to Business & Rental Property?

  Accepted Answer Closed Rod F. 12 views 1 comment 0 points Most recent by NotACPA February 2Business and Rental Property Tools (Windows)
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  How do I create an expense report for select categories for 2019 taxes?

  Accepted Answer Closed danjackson1956 55 views 6 comments 0 points Most recent by danjackson1956 February 2Reports (Mac)
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  Like to see Auto Attach credit card Receipts to Credit Cards Transactions & Bank statements etc

  New BRETTB 21 views 0 comments 2 points Started by BRETTB January 15 Product Enhancements (Windows)
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  Setting up Tax Schedule

  Answered Closed Stephen R 51 views 4 comments 0 points Most recent by Stephen R January 10Download, Add/Update Accounts (Windows)
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  In Tax Planner, the Dividend Data for 2019 is not coming in. The transactions are tagged and linked

  Accepted Answer Closed Kenyon51 64 views 7 comments 0 points Most recent by Rocket J Squirrel January 9Budgeting and Planning Tools (Windows)