Tax Planner

Discussion List

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

  Under Consideration William Toperzer 612 views 30 comments 29 points Most recent by Quicken Kristina April 21Budget and Planning Tools
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  Add Tax Planner Summary Fields to Briefly Describe Scenarios

  Reviewed Scooterlam 135 views 10 comments 14 points Most recent by BobS2 April 3Budget and Planning Tools
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  Tax Planner - Compute taxable Social Security income

  Under Consideration Rocket J Squirrel 1.8K views 34 comments 61 points Most recent by Boatnmaniac March 10Budget and Planning Tools
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  How to record an estimated tax payment in Quicken Premier for Windows?

  Answered ✓ Closed skmcfadden 910 views 7 comments 0 points Most recent by Chris_QPW December 2023Registers & Transactions (Windows)
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  Tax Reports Should Contain current 1040 tax schedules, such as 1, 2 and 3

  Reviewed bbethke 301 views 10 comments 31 points Most recent by Boatnmaniac September 2023Reports
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  How do I get Quicken to recognize Federal tax withholding in Fidelity RMD withdrwals?

  Answered Closed C Brownmiller 311 views 1 comment 0 points Most recent by Boatnmaniac July 2022Registers & Transactions (Windows)
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  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)
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  Tax codes no longer working since update

  Answered Closed carljh 54 views 2 comments 0 points Most recent by carljh June 2022All Things Canadian (Windows)
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  CAN I PUT NET SALARY AS A BUSINESS LOAN TO THE COMPANY?

  Answered Closed dvj6169 17 views 1 comment 0 points Most recent by volvogirl May 2022Business and Rental Property Tools (Windows)
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  Tax planner will not retain 'Scheduled Bills and Deposits' setting

  Closed KarCha 68 views 2 comments 0 points Most recent by markus1957 May 2022Budgeting and Planning Tools (Windows)
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  Quicken V:R39.23 Tax reports are not correct for State Estimated Taxes

  Answered Closed SlideRule 51 views 6 comments 0 points Most recent by Jim_Harman April 2022Reports (Windows)
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  Cost basis of stock lot changed when stock sold

  Answered Closed funkws 186 views 19 comments 0 points Most recent by q_lurker March 2022Investing (Windows)
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  Using a TXF report

  Answered ✓ Closed d.gerety. 253 views 2 comments 0 points Most recent by d.gerety. February 2022Reports (Mac)
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  2 Checking Accounts / Deposit, Subtraction or Both

  Answered ✓ Closed Reese Shellman 182 views 6 comments 0 points Most recent by volvogirl February 2022Registers & Transactions (Windows)
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  How to post tax items from previous year?

  Answered Closed mmoran 238 views 3 comments 0 points Most recent by jacobs January 2022Registers & Transactions (Mac)
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  How do I reset the Turbo Tax link in the tax planner?

  Answered Closed JohnC 54 views 3 comments 0 points Most recent by Rocket J Squirrel January 2022Budgeting and Planning Tools (Windows)
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  Tax Summary is not listing deposits listed as 'Net Salary'

  Answered Closed amSteve 54 views 2 comments 0 points Most recent by Kkulow December 2021New to Quicken/Getting Started (Windows)
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  Tax Planner does not include Taxable Retirement Distributions & Withholding

  Closed JMSOUNDER 245 views 3 comments 0 points Most recent by Ps56k2 November 2021Budgeting and Planning Tools (Windows)
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  Tax Center Other Income Calculation Error

  Answered Closed CSH 72 views 8 comments 0 points Most recent by markus1957 August 2021Errors and Troubleshooting (Windows)
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  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)
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  Recording Distribution after Basis is Recovered

  Closed Eric in North Texas 244 views 2 comments 0 points Most recent by Eric in North Texas June 2021Investing (Windows)
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  Why is today's Foreign Exchange rate applied to past dates on investment accounts ?

  Closed BeeGeeWeeGee 36 views 3 comments 0 points Most recent by FrustratedinCanada April 2021Investing (Windows)
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  How to generate a capital gains report for Mac users

  jerryh 985 views 0 comments 5 points Most recent by jerryh April 2021FAQ'S (Mac)