Discussion List

• 
  Tax Planner "_401Contrib" category doesn't include 457 contribution [edited]

  Michael Sayre 77 views 8 comments 0 points Most recent by Jim_Harman March 25Reports (Windows)
• 
  How to handle Vanguard and other accounts co-mingling 401k and Roth 401k Contributions

  jlaur_25 50 views 3 comments 0 points Most recent by Quicken Kristina March 23Budgeting and Planning Tools (Windows)
• 
  2025 Tax Planner Standard Deduction

  Philip107 110 views 5 comments 1 point Most recent by Palace March 19Budgeting and Planning Tools (Windows)
• 
  Tax Planner

  SCalder 32 views 1 comment 0 points Most recent by Quicken Kristina March 15Errors and Troubleshooting (Windows)
• 
  Prior Year (2024) contribution to my IRA made in 2025 is reducing 2025 taxable income YTD

  dougbr213 75 views 3 comments 0 points Most recent by Quicken Jasmine March 6Errors and Troubleshooting (Windows)
• 
  How to have Investment dividends show in Scheduled Bills and Deposits?

  Answered ✓ Philip107 70 views 6 comments 0 points Most recent by Philip107 March 3Budgeting and Planning Tools (Windows)
• 
  Tax Treatment of Healthcare Marketplace Premium Tax Credit

  Answered ✓ Closed halpate 42 views 2 comments 0 points Most recent by halpate February 20Budgeting and Planning Tools (Windows)
• 
  2024 Tax Planner Incorrect Standard Deduction

  Answered ✓ Closed owl1161 115 views 4 comments 1 point Most recent by Boatnmaniac February 11Budgeting and Planning Tools (Windows)
• 
  Interest not associated with an account

  Answered ✓ Closed TomS 68 views 5 comments 0 points Most recent by TomS January 28Registers & Transactions (Windows)
• 
  Capital Gains Estimator not finding lowest tax solution, way off from best?

  Closed DeVille63 19 views 0 comments 0 points Started by DeVille63 January 21 Investing (Windows)
• 
  Line item missing from printed Tax Planner

  Closed halpate 110 views 11 comments 0 points Most recent by Jim_Harman January 16Errors and Troubleshooting (Windows)
• 
  Paycheck W2 Gross Amount Different

  Answered Closed micdif 42 views 3 comments 0 points Most recent by micdif January 5Errors and Troubleshooting (Windows)
• 
  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)
• 
  The Tax Planner doesn't use the changed "next instance" for schedule reminders

  Closed Chris_QPW 70 views 5 comments 0 points Most recent by Boatnmaniac December 2024Reports (Windows)
• 
  Tax planner year selection problem

  Closed jjanofsky 78 views 3 comments 0 points Most recent by Boatnmaniac December 2024Budgeting and Planning Tools (Windows)
• 
  Continuing problem: Initial Tax Planner tab display leaves out Realized Gain

  Closed leishirsute 258 views 12 comments 0 points Most recent by BK December 2024Budgeting and Planning Tools (Windows)
• 
  Tax planner incorrect income tax calculation

  Closed epicmountain 150 views 10 comments 0 points Most recent by Jim_Harman November 2024Errors and Troubleshooting (Windows)
• 
  15

  Up
  Tax Form 8889

  Reviewed lhoulton 156 views 6 comments 15 points Most recent by Quick_Customer November 2024Budget and Planning Tools
• 
  QMac Capital Gains Estimator Tool a great planning tool for wash sales and charitable gifts

  Closed MontanaKarl 52 views 1 comment 1 point Most recent by MontanaKarl November 2024Investing (Mac)
• 
  1

  Up
  Add "Self Employed Health Insurance" Tax Line Item

  Reviewed workindad 45 views 0 comments 1 point Started by workindad November 2024 Budget and Planning Tools
• 
  Quicken Locks up on Tax Planner: Business Income: Other Allowable Expenses

  Answered Closed jamesbarnes 40 views 3 comments 1 point Most recent by Jim_Harman November 2024Errors and Troubleshooting (Windows)
• 
  When will Quicken update the RMD distribution dates in Lifetime Planner [edited]

  Answered Closed Jonathan Mo 89 views 4 comments 0 points Most recent by markus1957 October 2024Budgeting and Planning Tools (Windows)
• 
  How to get DCP and HSA deductions in the Taxable YTD?

  Closed mikek753b 95 views 4 comments -1 point Most recent by mikek753b September 2024Budgeting and Planning Tools (Windows)
• 
  Required Minimum Distributions Transferred to Brokerage Accounts (R59.6)

  Closed JLP1976 203 views 10 comments 0 points Most recent by JLP1976 September 2024Investing (Windows)
• 
  The tax planner for interest reports incorrect total tax

  Answered Closed Masconi 38 views 2 comments 0 points Most recent by Masconi September 2024Errors and Troubleshooting (Windows)
• 
  Schedule B-Interest and Dividends Tax Report missing taxable dividends

  Closed crwalejr 183 views 5 comments 0 points Most recent by UKR September 2024Reports (Windows)
• 
  1

  Up
  Budget & Tax Planner

  Reviewed m.ellis 49 views 0 comments 1 point Started by m.ellis September 2024 Budget and Planning Tools
• 
  Whats the point of saving receipts with transactions if receipts must be extracted one at a time

  Closed Stejay 145 views 3 comments 0 points Most recent by NotACPA September 2024Business and Rental Property Tools (Windows)
• 
  Tax Planner R58.9 BUG: settings change after upgrade

  Closed Jim_Harman 126 views 2 comments 1 point Most recent by leishirsute August 2024Budgeting and Planning Tools (Windows)