Tax Planner

Discussion List

• 
  investment tracking 2007 vs 2017 mac

  Answered Closed allenvt 83 views 3 comments 0 points Most recent by dboltson March 2021Investing (Mac)
• 
  Tax Planner Blues

  Closed James Courtney 254 views 2 comments 0 points Most recent by markus1957 March 2021Budgeting and Planning Tools (Windows)
• 
  Projected Tax Report not working properly

  Answered Closed marknashburn 436 views 20 comments 0 points Most recent by markus1957 February 2021Budgeting and Planning Tools (Windows)
• 
  How do I record Required Minimum Distribution taken from Investment account

  Answered Nancy Keith 2.6K views 12 comments 0 points Most recent by Harold-Jr February 2021Investing (Windows)
• 
  The tax schedule or tax summary report is not showing all transfers from IRA.

  Answered ✓ Closed DayFisher 73 views 4 comments 0 points Most recent by DayFisher February 2021Reports (Windows)
• 
  How to use Capital Gains Estimator to find investment lots with maximum capital gains

  Closed desplin 55 views 4 comments 0 points Most recent by desplin February 2021Budgeting and Planning Tools (Windows)
• 
  Will Quicken be supporting communication of Recovery Rebate Credit (Stimulus Check) into Turbo Tax?

  Answered Closed Larry B. 423 views 1 comment 0 points Most recent by Ps56k2 February 2021Budgeting and Planning Tools (Windows)
• 
  Tax Planner for 2021 not showing pre-tax deductions in paychecks

  Closed Tammy Van Buren 153 views 3 comments 0 points Most recent by Gilley7997 January 2021Budgeting and Planning Tools (Windows)
• 
  Tax Planner Data Source - TurboTax can not be selected

  Closed EU_Mart 44 views 5 comments 0 points Most recent by screwedbyexisten January 2021Budgeting and Planning Tools (Windows)
• 
  Old TurboTax data appearing in Tax Planner. Any way to delete obsolete TurboTax data?

  Answered Closed LBK 35 views 2 comments 0 points Most recent by Rocket J Squirrel January 2021Budgeting and Planning Tools (Windows)
• 
  How do I tag my estimated tax payment, made prior to 1/15/21, to the 2020 tax year?

  Answered Closed Xander 617 views 5 comments 0 points Most recent by markus1957 January 2021Budgeting and Planning Tools (Windows)
• 
  Tax Planner and Import data from TurboTax

  Answered Closed franks59 207 views 6 comments 0 points Most recent by Ps56k2 December 2020Budgeting and Planning Tools (Windows)
• 
  Tax related category updates

  Answered ✓ Closed QWMax 42 views 2 comments 0 points Most recent by Frankx November 2020Budgeting and Planning Tools (Windows)
• 
  Recording gifts in Quicken for tax reporting purposes

  Answered tsmyth 932 views 3 comments 0 points Most recent by tsmyth November 2020Registers & Transactions (Windows)
• 
  How do I record interest earned in prior years?

  Answered Marvin Gardens 128 views 5 comments 0 points Most recent by volvogirl November 2020Registers & Transactions (Windows)
• 
  Tax category for winnng money

  Answered ✓ Closed Bret.Hobbs 272 views 4 comments 0 points Most recent by Boatnmaniac October 2020Budgeting and Planning Tools (Windows)
• 
  Accounting for a theft loss and subsequent insurance payment in Quicken Home and Business

  Answered maineuropa 79 views 6 comments 0 points Most recent by Mark1104 October 2020Registers & Transactions (Windows)
• 
  Mutual Fund Conversion Taxable and Nontaxable

  Closed GW 269 views 10 comments 0 points Most recent by skypilot744 September 2020Investing (Windows)
• 
  Accountant would like to run a copy

  Answered ✓ Closed Joe Ciccio 109 views 6 comments 0 points Most recent by Joe Ciccio August 2020Reports (Mac)
• 
  401K deductions show up in the YTD section of the Tax Planner, but not in the Projected Tax Plannerr

  Answered ✓ Closed Joe4 34 views 1 comment 0 points Most recent by Chris_QPW July 2020Budgeting and Planning Tools (Windows)
• 
  How to show repaid RMD such that net is zero?

  Rocket J Squirrel 99 views 7 comments 0 points Most recent by q_lurker July 2020Investing (Windows)
• 
  Stock transfer from IRA to meet the RMD

  Closed 4est 386 views 4 comments 0 points Most recent by Rocket J Squirrel July 2020Investing (Mac)
• 
  Why do some properties get their own tax line items on the schedule E report?

  Closed terrybrand98 34 views 2 comments 0 points Most recent by YingDave June 2020Business and Rental Property Tools (Windows)
• 
  Tax planner not including future estimated state tax payments

  Closed Rocket J Squirrel 239 views 10 comments 0 points Most recent by Sherlock May 2020Budgeting and Planning Tools (Windows)
• 
  Report tax implications of transfer to/from retirement account

  Answered Closed urbanian 309 views 6 comments 0 points Most recent by Frankx May 2020Registers & Transactions (Mac)
• 
  Social Security amounts differ from Quicken and 1099-SM. Why?

  Answered ✓ Closed mstv01 57 views 1 comment 0 points Most recent by Frankx April 2020Errors and Troubleshooting (Windows)