Tax Planner

Discussion List

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  Capital Gains Estimator incorrect Loss Carryover

  Robin 10 views 0 comments 0 points Started by Robin September 16 Budgeting and Planning Tools (Windows)
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  Tax Planner - Compute taxable Social Security income

  New Rocket J Squirrel 68 views 2 comments 6 points Most recent by Rocket J Squirrel August 30Product Ideas - Quicken for Windows
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  does quicken have a tax planning product (Q Mac)

  Accepted Answer Closed ngilliam08873 40 views 2 comments 0 points Most recent by smayer97 August 21Budgeting and Planning Tools (Mac)
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  Why does tax planner use last year's (2018) data (in August 2019) for some projections?

  Accepted Answer Closed William Prendergast 25 views 2 comments 0 points Most recent by William Prendergast August 19Budgeting and Planning Tools (Windows)
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  Tax Planner - Filing Status keeps reverting to incorrect

  Answered PCWizard 74 views 6 comments 0 points Most recent by Quicken SangeethaS August 19Budgeting and Planning Tools (Windows)
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  How can I split my Roth vs Salary Reduction contributions that share an account at Fidelity?

  Accepted Answer Closed shadow4891 51 views 7 comments 0 points Most recent by jr7107 August 15Investing (Windows)
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  Qualified Dividends in Tax Planner not showing in 2019 Quicken R20.15

  Accepted Answer jsnider47 41 views 4 comments 0 points Most recent by jsnider47 July 29Errors and Troubleshooting (Windows)
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  Add Tax Planner Summary Fields to Briefly Describe Scenarios

  New Scooterlam 24 views 2 comments 3 points Most recent by Scooterlam July 4Product Ideas - Quicken for Windows
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  ESOP Section 1042 Rollover to QRP

  Closed pcoop 41 views 4 comments 0 points Most recent by Tom Young July 1Investing (Windows)
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  YTD 401k contributions not showing up in Tax Planner

  Closed ttracy6 111 views 16 comments 0 points Most recent by ttracy6 June 11Budgeting and Planning Tools (Windows)
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  How do I setup a loan in Quicken where I am the lender?

  Accepted Answer Closed Lcollins42 72 views 3 comments 0 points Most recent by Lcollins42 June 1Business and Rental Property Tools (Windows)
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  Tax Planner - allow us to assign a category if there isn't one listed

  Closed goodrhue 64 views 4 comments 5 points Most recent by NotACPA May 24Budgeting and Planning Tools (Windows)
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  Tax planner defaults to wrong filing setting

  Accepted Answer Closed Metcalf 14 views 1 comment 0 points Most recent by markus1957 May 20Budgeting and Planning Tools (Windows)
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  Why Doesn't Quicken Offer Finer Breakdown for IRS Tax Schedule A Categories

  New William Toperzer 93 views 2 comments 7 points Most recent by William Toperzer April 26Product Ideas - Quicken for Windows
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  Feature Request: FSA and HSA accounts

  New Eric 47 views 1 comment 2 points Most recent by Dazza February 25Product Ideas - Quicken for Windows
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  Schedule F

  New HayFarmer 196 views 16 comments 1 point Most recent by smayer97 January 8Product Ideas - Quicken for Windows
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  Electric vehicle tax credit

  New KenB 6 views 1 comment 0 points Most recent by UKR January 6Product Ideas - Quicken for Windows
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  Quicken 2018 does not compute annualized estimated tax payments?

  New Robert Biggadike 41 views 5 comments 0 points Most recent by NotACPA September 2018Product Ideas - Quicken for Windows
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  Estimated tax payments

  New RG 156 views 4 comments 0 points Most recent by RCinNJ July 2018Product Ideas - Quicken for Windows