Tax Planner

Discussion List

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  Tax Planner - SIMPLE IRA employer contributions in PayCheck

  zot100 165 views 9 comments 0 points Most recent by Quicken Kristina September 19Budgeting and Planning Tools (Windows)
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  Tax Planner settings still change after making a copy of data file - CBT-1132/CTP-17402

  Jim_Harman 134 views 4 comments 2 points Most recent by Quicken Anja September 17Budgeting and Planning Tools (Windows)
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  Reports group: Estimated US Tax Quarter Periods for Reports different from fiscal

  Reviewed ym9415 23 views 0 comments 1 point Started by ym9415 September 17 Reports
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  Need for integrated Roth Conversion transaction recording

  Closed MR WM ROSEN JR 90 views 5 comments 1 point Most recent by Quicken Anja September 15Investing (Windows)
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  Merged: TaxPlanner Tool for Mac Classic

  Closed jrponder 19 views 0 comments 1 point Most recent by Chris_QPW September 12Product Enhancements
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  [Bug] Tax Planner Backup Withholding improperly shown in Self instead of Spouse

  SimpleFogey 243 views 12 comments 0 points Most recent by SimpleFogey September 10Budgeting and Planning Tools (Windows)
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  Is anyone seeing numerous "Quicken Refresh Data" pop ups when opening Tax Planner?

  Answered Closed rotygolf 111 views 6 comments 0 points Most recent by Quicken Anja September 9Errors and Troubleshooting (Windows)
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  Estimated US Tax Quarter Periods for Reports different from fiscal

  ym9415 289 views 9 comments 8 points Most recent by Greg T September 3Investments
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  1099-R Investment Account Withdrawals and Transfers not showing in Tax Reports or Tax Planner

  LearPilot714 60 views 2 comments 0 points Most recent by NotACPA August 23Reports (Windows)
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  Missing _401Cotrib in Tax Summary

  Closed Eric Berg 66 views 2 comments 0 points Most recent by Eric Berg August 7Reports (Windows)
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  Cash charitable deduction for 2026 and NIIT, net investment income

  Closed jsnider47 125 views 5 comments 2 points Most recent by markus1957 August 6Budgeting and Planning Tools (Windows)
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  Tax planning in the Mac version

  Closed rcraigy 71 views 4 comments 0 points Most recent by mshiggins August 2Budgeting and Planning Tools (Mac)
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  Create "Tax Exempt" type for Roth 401k and Roth IRA

  Reviewed mikek753b 1K views 16 comments 43 points Most recent by w20n0fjbh8 July 12Budget and Planning Tools
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  The Tax Planner doesn't use the changed "next instance" for scheduled reminders

  Closed Chris_QPW 375 views 16 comments 0 points Most recent by Quicken Anja July 10Reports (Windows)
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  Tax Planner Marginal Tax Rates

  Answered Closed Tom23 530 views 16 comments 0 points Most recent by Boatnmaniac June 18Reports (Windows)
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  Why is Tax Planner showing $0 taxes due?

  Answered Closed Moonchilde 65 views 5 comments 0 points Most recent by Quicken Anja June 11Budgeting and Planning Tools (Windows)
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  How do you record Social Security Income and Federal Taxes Withheld

  Answered ✓ Closed Tammy Van Buren 504 views 6 comments 0 points Most recent by Boatnmaniac May 31Budgeting and Planning Tools (Windows)
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  Feature Request: Add Optional “Future Projection” Toggle to support (Scheduled/Budget Transactions)

  186kmph 39 views 2 comments 3 points Most recent by moellero May 22Budget and Planning Tools
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  Tax Planner settings changing to Estimate or No Projected Amount - Again

  Closed Jim_Harman 171 views 6 comments 0 points Most recent by Quicken Kristina May 10Budgeting and Planning Tools (Windows)
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  Tax Planner Errors

  Answered ✓ Closed petermartin1950 1.2K views 60 comments -1 point Most recent by Jim_Harman May 7Reports (Windows)
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  P&L has NO data in the report

  Answered Closed liferocks 64 views 4 comments 0 points Most recent by Quicken Anja May 6Business and Rental Property Tools (Windows)
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  Fidelity Roth 401(k)

  Closed Tammy Van Buren 79 views 2 comments 0 points Most recent by Tammy Van Buren April 6Budgeting and Planning Tools (Windows)
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  How to set up new MN leave "premium" in Paycheck?

  Answered Closed RG8 62 views 3 comments 0 points Most recent by Boatnmaniac April 6Budgeting and Planning Tools (Windows)
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  Is Tax Planner income tax incorrect? (even though taxable income is correct!)

  Answered ✓ Closed Frustrated123 195 views 5 comments 0 points Most recent by Quicken Kristina March 28Budgeting and Planning Tools (Windows)
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  Tax Planner 2026 Other Withholding

  Closed Philip107 84 views 4 comments 0 points Most recent by Philip107 February 21Budgeting and Planning Tools (Windows)
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  Tax Planner Defaulting to Estimate or No Projected Amount

  Closed Tammy Van Buren 217 views 8 comments 0 points Most recent by Tammy Van Buren February 19Budgeting and Planning Tools (Windows)