Tax Planner

Discussion List

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  investment tracking 2007 vs 2017 mac

  Answered Closed allenvt 81 views 3 comments 0 points Most recent by dboltson March 2021Investing (Mac)
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  Tax Planner Blues

  Closed James Courtney 253 views 2 comments 0 points Most recent by markus1957 March 2021Budgeting and Planning Tools (Windows)
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  Projected Tax Report not working properly

  Answered Closed marknashburn 412 views 20 comments 0 points Most recent by markus1957 February 2021Budgeting and Planning Tools (Windows)
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  How do I record Required Minimum Distribution taken from Investment account

  Answered Nancy Keith 2.4K views 12 comments 0 points Most recent by Harold-Jr February 2021Investing (Windows)
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  The tax schedule or tax summary report is not showing all transfers from IRA.

  Answered ✓ Closed DayFisher 63 views 4 comments 0 points Most recent by DayFisher February 2021Reports (Windows)
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  How to use Capital Gains Estimator to find investment lots with maximum capital gains

  Closed desplin 51 views 4 comments 0 points Most recent by desplin February 2021Budgeting 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. 422 views 1 comment 0 points Most recent by Ps56k2 February 2021Budgeting and Planning Tools (Windows)
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  Tax Planner for 2021 not showing pre-tax deductions in paychecks

  Closed Tammy Van Buren 151 views 3 comments 0 points Most recent by Gilley7997 January 2021Budgeting and Planning Tools (Windows)
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  Tax Planner Data Source - TurboTax can not be selected

  Closed EU_Mart 41 views 5 comments 0 points Most recent by screwedbyexisten January 2021Budgeting and Planning Tools (Windows)
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  Old TurboTax data appearing in Tax Planner. Any way to delete obsolete TurboTax data?

  Answered Closed LBK 31 views 2 comments 0 points Most recent by Rocket J Squirrel January 2021Budgeting 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 582 views 5 comments 0 points Most recent by markus1957 January 2021Budgeting and Planning Tools (Windows)
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  Tax Planner and Import data from TurboTax

  Answered Closed franks59 202 views 6 comments 0 points Most recent by Ps56k2 December 2020Budgeting and Planning Tools (Windows)
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  Tax related category updates

  Answered ✓ Closed QWMax 41 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 807 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 98 views 5 comments 0 points Most recent by volvogirl November 2020Registers & Transactions (Windows)
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  Tax category for winnng money

  Answered ✓ Closed Bret.Hobbs 261 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 61 views 6 comments 0 points Most recent by Mark1104 October 2020Registers & Transactions (Windows)
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  Mutual Fund Conversion Taxable and Nontaxable

  Closed GW 246 views 10 comments 0 points Most recent by skypilot744 September 2020Investing (Windows)
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  Accountant would like to run a copy

  Answered ✓ Closed Joe Ciccio 96 views 6 comments 0 points Most recent by Joe Ciccio August 2020Reports (Mac)
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  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)
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  How to show repaid RMD such that net is zero?

  Rocket J Squirrel 91 views 7 comments 0 points Most recent by q_lurker July 2020Investing (Windows)
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  Stock transfer from IRA to meet the RMD

  Closed 4est 383 views 4 comments 0 points Most recent by Rocket J Squirrel July 2020Investing (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 2020Business and Rental Property Tools (Windows)
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  Tax planner not including future estimated state tax payments

  Closed Rocket J Squirrel 221 views 10 comments 0 points Most recent by Sherlock May 2020Budgeting and Planning Tools (Windows)
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  Report tax implications of transfer to/from retirement account

  Answered Closed urbanian 293 views 6 comments 0 points Most recent by Frankx May 2020Registers & Transactions (Mac)
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  Social Security amounts differ from Quicken and 1099-SM. Why?

  Answered ✓ Closed mstv01 32 views 1 comment 0 points Most recent by Frankx April 2020Errors and Troubleshooting (Windows)