Tax Planner

Discussion List

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  Tax Planning

  djmsaxon 27 views 1 comment 0 points Most recent by Jim_Harman July 17Budgeting and Planning Tools (Windows)
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  Tax planner does not include correct paycheck info

  Answered ✓ Ducati 1K views 45 comments -1 point Most recent by Boatnmaniac July 9Budgeting and Planning Tools (Windows)
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  Standard Definition of Calendar Quarter vs. IRS Quarter Definition

  Answered Beijing Mac 84 views 10 comments 0 points Most recent by Chris_QPW July 2Reports (Windows)
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  Merged: Release 63 causes scheduled wages to disappear from the projected tax summary

  Closed Carousel Kate 1 view 0 comments 0 points Started by Carousel Kate June 20 Budgeting and Planning Tools (Windows)
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  IRA Distribution from my JPM IRA Account

  Answered Closed Don32@ 31 views 2 comments 0 points Most recent by Boatnmaniac June 14Budgeting and Planning Tools (Windows)
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  Tax Planner Long Term Capital Gains Problems

  Closed TomS 32 views 1 comment 0 points Most recent by Jim_Harman June 13Investing (Windows)
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  Tax Planner: Roth IRA Contributions As Wages

  Answered ✓ Closed Volumes8323 21 views 2 comments 0 points Most recent by Volumes8323 June 7Budgeting and Planning Tools (Windows)
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  Add "Self Employed Health Insurance" Tax Line Item

  Reviewed workindad 101 views 4 comments 3 points Most recent by Bill_H May 27Budget and Planning Tools
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  Wrong Tax value computed in Capital Gains Estimator tool

  Closed figonzalez 21 views 1 comment 0 points Most recent by jacobs May 8Investing (Mac)
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  Tax Planner wrongly including foreign amounts in Project Amounts

  Closed jbfg97 112 views 7 comments 0 points Most recent by jbfg97 May 7Budgeting and Planning Tools (Windows)
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  Tax Planner problem with Roth 401K contrib and Employer Match

  Answered Closed frazsuz 111 views 6 comments 0 points Most recent by frazsuz May 6Budgeting and Planning Tools (Windows)
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  Tax Forms: Schedule 1

  Reviewed lpackard 21 views 0 comments 1 point Started by lpackard April 24 Product Enhancements
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  Tax Planner

  Closed SCalder 61 views 4 comments 0 points Most recent by Ray Cosner April 2Errors and Troubleshooting (Windows)
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  Tax Planner "_401Contrib" category doesn't include 457 contribution [edited]

  Closed Michael Sayre 82 views 8 comments 0 points Most recent by Jim_Harman March 25Reports (Windows)
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  How to handle Vanguard and other accounts co-mingling 401k and Roth 401k Contributions

  Closed jlaur_25 51 views 3 comments 0 points Most recent by Quicken Kristina March 23Budgeting and Planning Tools (Windows)
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  2025 Tax Planner Standard Deduction

  Closed Philip107 132 views 5 comments 1 point Most recent by Palace March 19Budgeting and Planning Tools (Windows)
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  Prior Year (2024) contribution to my IRA made in 2025 is reducing 2025 taxable income YTD

  Closed dougbr213 101 views 3 comments 0 points Most recent by Quicken Jasmine March 6Errors and Troubleshooting (Windows)
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  How to have Investment dividends show in Scheduled Bills and Deposits?

  Answered ✓ Closed Philip107 92 views 6 comments 0 points Most recent by Philip107 March 3Budgeting and Planning Tools (Windows)
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  Tax Treatment of Healthcare Marketplace Premium Tax Credit

  Answered ✓ Closed halpate 41 views 2 comments 0 points Most recent by halpate February 20Budgeting and Planning Tools (Windows)
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  2024 Tax Planner Incorrect Standard Deduction

  Answered ✓ Closed owl1161 121 views 4 comments 1 point Most recent by Boatnmaniac February 11Budgeting and Planning Tools (Windows)
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  Interest not associated with an account

  Answered ✓ Closed TomS 71 views 5 comments 0 points Most recent by TomS January 28Registers & Transactions (Windows)
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  Capital Gains Estimator not finding lowest tax solution, way off from best?

  Closed DeVille63 21 views 0 comments 0 points Started by DeVille63 January 21 Investing (Windows)
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  Line item missing from printed Tax Planner

  Closed halpate 111 views 11 comments 0 points Most recent by Jim_Harman January 16Errors and Troubleshooting (Windows)
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  Paycheck W2 Gross Amount Different

  Answered Closed micdif 41 views 3 comments 0 points Most recent by micdif January 5Errors and Troubleshooting (Windows)
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  Tax Summary Report "_401Contrib" category doesn't include 401K catchup contribution.

  Closed Space Dragon 53 views 0 comments 0 points Started by Space Dragon January 3 Reports (Windows)
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  The Tax Planner doesn't use the changed "next instance" for schedule reminders

  Closed Chris_QPW 71 views 5 comments 0 points Most recent by Boatnmaniac December 2024Reports (Windows)
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  Tax planner year selection problem

  Closed jjanofsky 81 views 3 comments 0 points Most recent by Boatnmaniac December 2024Budgeting and Planning Tools (Windows)
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  Continuing problem: Initial Tax Planner tab display leaves out Realized Gain

  Closed leishirsute 271 views 12 comments 0 points Most recent by BK December 2024Budgeting and Planning Tools (Windows)
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  Tax planner incorrect income tax calculation

  Closed epicmountain 181 views 10 comments 0 points Most recent by Jim_Harman November 2024Errors and Troubleshooting (Windows)