Tax Planner

Discussion List

• 
  50

  Up
  Tax Planner - Compute taxable Social Security income

  Under Consideration Rocket J Squirrel 1.4K views 18 comments 50 points Most recent by leishirsute June 3Budget and Planning Tools
• 
  How to record an estimated tax payment in Quicken Premier for Windows?

  Answered ✓ Closed skmcfadden 758 views 7 comments 0 points Most recent by Chris_QPW December 2023Registers & Transactions (Windows)
• 
  13

  Up
  Add Tax Planner Summary Fields to Briefly Describe Scenarios

  Reviewed Scooterlam 93 views 9 comments 13 points Most recent by NotACPA October 2023Budget and Planning Tools
• 
  31

  Up
  Tax Reports Should Contain current 1040 tax schedules, such as 1, 2 and 3

  Reviewed bbethke 273 views 10 comments 31 points Most recent by Boatnmaniac September 2023Reports
• 
  25

  Up
  Why Doesn't Quicken Offer Finer Breakdown for IRS Tax Schedule A Categories (17 Merged Votes)

  Reviewed William Toperzer 506 views 29 comments 25 points Most recent by Rocket J Squirrel March 2023Budget and Planning Tools
• 
  How do I get Quicken to recognize Federal tax withholding in Fidelity RMD withdrwals?

  Answered Closed C Brownmiller 286 views 1 comment 0 points Most recent by Boatnmaniac July 2022Registers & Transactions (Windows)
• 
  application of quarterly estimated tax payments

  Answered ✓ Closed SomebodyInGNV 72 views 2 comments 0 points Most recent by SomebodyInGNV June 2022Budgeting and Planning Tools (Windows)
• 
  Tax codes no longer working since update

  Answered Closed carljh 51 views 2 comments 0 points Most recent by carljh June 2022All Things Canadian (Windows)
• 
  CAN I PUT NET SALARY AS A BUSINESS LOAN TO THE COMPANY?

  Answered Closed dvj6169 11 views 1 comment 0 points Most recent by volvogirl May 2022Business and Rental Property Tools (Windows)
• 
  Tax planner will not retain 'Scheduled Bills and Deposits' setting

  Closed KarCha 62 views 2 comments 0 points Most recent by markus1957 May 2022Budgeting and Planning Tools (Windows)
• 
  Quicken V:R39.23 Tax reports are not correct for State Estimated Taxes

  Answered Closed SlideRule 42 views 6 comments 0 points Most recent by Jim_Harman April 2022Reports (Windows)
• 
  Cost basis of stock lot changed when stock sold

  Answered Closed funkws 163 views 19 comments 0 points Most recent by q_lurker March 2022Investing (Windows)
• 
  Using a TXF report

  Answered ✓ Closed d.gerety. 198 views 2 comments 0 points Most recent by d.gerety. February 2022Reports (Mac)
• 
  2 Checking Accounts / Deposit, Subtraction or Both

  Answered ✓ Closed Reese Shellman 157 views 6 comments 0 points Most recent by volvogirl February 2022Registers & Transactions (Windows)
• 
  How to post tax items from previous year?

  Answered Closed mmoran 223 views 3 comments 0 points Most recent by jacobs January 2022Registers & Transactions (Mac)
• 
  How do I reset the Turbo Tax link in the tax planner?

  Answered Closed JohnC 51 views 3 comments 0 points Most recent by Rocket J Squirrel January 2022Budgeting and Planning Tools (Windows)
• 
  Tax Summary is not listing deposits listed as 'Net Salary'

  Answered Closed amSteve 51 views 2 comments 0 points Most recent by Kkulow December 2021New to Quicken/Getting Started (Windows)
• 
  Tax Planner does not include Taxable Retirement Distributions & Withholding

  Closed JMSOUNDER 206 views 3 comments 0 points Most recent by Ps56k2 November 2021Budgeting and Planning Tools (Windows)
• 
  Tax Center Other Income Calculation Error

  Answered Closed CSH 72 views 8 comments 0 points Most recent by markus1957 August 2021Errors and Troubleshooting (Windows)
• 
  Deposit in Paycheck won't match downloaded transaction in Investment Account

  Answered ✓ Closed KD M. 72 views 1 comment 1 point Most recent by Boatnmaniac July 2021Registers & Transactions (Windows)
• 
  Recording Distribution after Basis is Recovered

  Closed Eric in North Texas 241 views 2 comments 0 points Most recent by Eric in North Texas June 2021Investing (Windows)
• 
  Why is today's Foreign Exchange rate applied to past dates on investment accounts ?

  Closed BeeGeeWeeGee 32 views 3 comments 0 points Most recent by FrustratedinCanada April 2021Investing (Windows)
• 
  How to generate a capital gains report for Mac users

  jerryh 935 views 0 comments 5 points Most recent by jerryh April 2021FAQ'S (Mac)