Tax Planner

Discussion List

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  Add Tax Planner Summary Fields to Briefly Describe Scenarios

  New Scooterlam 51 views 5 comments 8 points Most recent by hmday June 17Budgeting and Planning Tools (Windows)
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  Recording Distribution after Basis is Recovered

  Eric in North Texas 35 views 2 comments 0 points Most recent by Eric in North Texas June 9Investing (Windows)
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  Tax Center Other Income Calculation Error

  Answered CSH 29 views 3 comments 0 points Most recent by CSH May 27Errors and Troubleshooting (Windows)
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  "Select Accounts" window not showing Capital Gains Estimator Tool.

  Answered hjw200 62 views 5 comments 0 points Most recent by Quicken_Tyka April 15Investing (Windows)
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  Why is today's Foreign Exchange rate applied to past dates on investment accounts ?

  Closed BeeGeeWeeGee 33 views 3 comments 0 points Most recent by FrustratedinCanada April 12Investing (Windows)
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  Like to see Auto Attach credit card Receipts to Credit Cards Transactions & Bank statements etc

  New BRETTB 58 views 5 comments 5 points Most recent by Chris_QPW April 4Manage Accounts and Transactions (Windows)
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  How to generate a capital gains report for Mac users

  jerryh 108 views 0 comments 3 points Started by jerryh April 2 FAQ'S (Mac)
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  Schedule D Capital Gains/Losses

  Accepted Answer ukari 75 views 8 comments 0 points Most recent by MontanaKarl March 14Reports (Mac)
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  Tax Reports Should Contain current 1040 tax schedules, such as 1, 2 and 3

  New bbethke 65 views 3 comments 13 points Most recent by Jim_Harman March 12Reports (Windows)
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  investment tracking 2007 vs 2017 mac

  Answered Closed allenvt 80 views 3 comments 0 points Most recent by dboltson March 8Investing (Mac)
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  Tax Planner Blues

  Closed James Courtney 87 views 2 comments 0 points Most recent by markus1957 March 1Budgeting and Planning Tools (Windows)
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  Projected Tax Report not working properly

  Answered Closed marknashburn 184 views 20 comments 0 points Most recent by markus1957 February 22Budgeting and Planning Tools (Windows)
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  How do I record Required Minimum Distribution taken from Investment account

  Answered Nancy Keith 81 views 12 comments 0 points Most recent by Harold-Jr February 16Investing (Windows)
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  The tax schedule or tax summary report is not showing all transfers from IRA.

  Accepted Answer DayFisher 45 views 4 comments 0 points Most recent by DayFisher February 8Reports (Windows)
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  How to use Capital Gains Estimator to find investment lots with maximum capital gains

  Closed desplin 46 views 4 comments 0 points Most recent by desplin February 4Budgeting and Planning Tools (Windows)
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  Will Quicken be supporting communication of Recovery Rebate Credit (Stimulus Check) into Turbo Tax?

  Answered Closed Larry B. 262 views 1 comment 0 points Most recent by Ps56k2 February 2Budgeting and Planning Tools (Windows)
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  Tax Planner for 2021 not showing pre-tax deductions in paychecks

  Closed Tammy Van Buren 97 views 3 comments 0 points Most recent by Gilley7997 January 26Budgeting and Planning Tools (Windows)
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  Tax Planner Data Source - TurboTax can not be selected

  Closed EU_Mart 44 views 5 comments 0 points Most recent by screwedbyexisten January 17Budgeting and Planning Tools (Windows)
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  Old TurboTax data appearing in Tax Planner. Any way to delete obsolete TurboTax data?

  Answered LBK 37 views 2 comments 0 points Most recent by Rocket J Squirrel January 11Budgeting and Planning Tools (Windows)
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  How do I tag my estimated tax payment, made prior to 1/15/21, to the 2020 tax year?

  Answered Closed Xander 226 views 5 comments 0 points Most recent by markus1957 January 9Budgeting and Planning Tools (Windows)
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  Tax Planner and Import data from TurboTax

  Answered franks59 120 views 6 comments 0 points Most recent by Ps56k2 December 2020Budgeting and Planning Tools (Windows)
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  Paycheck transfers-better to set up separate transfers after check is deposited?

  Answered David37 48 views 2 comments 0 points Most recent by Chris_QPW December 2020Errors and Troubleshooting (Windows)
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  Tax related category updates

  Accepted Answer Closed QWMax 48 views 2 comments 0 points Most recent by Frankx November 2020Budgeting and Planning Tools (Windows)
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  Recording gifts in Quicken for tax reporting purposes

  Answered tsmyth 176 views 3 comments 0 points Most recent by tsmyth November 2020Registers & Transactions (Windows)
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  How do I record interest earned in prior years?

  Answered Marvin Gardens 71 views 5 comments 0 points Most recent by volvogirl November 2020Registers & Transactions (Windows)
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  Tax category for winnng money

  Accepted Answer Closed Bret.Hobbs 82 views 4 comments 0 points Most recent by Boatnmaniac October 2020Budgeting and Planning Tools (Windows)
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  Accounting for a theft loss and subsequent insurance payment in Quicken Home and Business

  Answered maineuropa 24 views 6 comments 0 points Most recent by Mark1104 October 2020Registers & Transactions (Windows)
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  Tax Planner - Compute taxable Social Security income

  New Rocket J Squirrel 494 views 11 comments 26 points Most recent by Ps56k2 September 2020Budgeting and Planning Tools (Windows)