Tax Planner

Discussion List

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  QMac Capital Gains Estimator Tool a great planning tool for wash sales and charitable gifts

  MontanaKarl 8 views 1 comment 0 points Most recent by MontanaKarl 11:21AMInvesting (Mac)
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  Add "Self Employed Health Insurance" Tax Line Item

  Reviewed workindad 12 views 0 comments 1 point Started by workindad November 20 Budget and Planning Tools
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  Quicken Locks up on Tax Planner: Business Income: Other Allowable Expenses

  Answered jamesbarnes 32 views 3 comments 0 points Most recent by Jim_Harman November 10Errors and Troubleshooting (Windows)
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  When will Quicken update the RMD distribution dates in Lifetime Planner [edited]

  Answered Jonathan Mo 61 views 4 comments 0 points Most recent by markus1957 October 26Budgeting and Planning Tools (Windows)
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  How to get DCP and HSA deductions in the Taxable YTD?

  Closed mikek753b 88 views 4 comments -1 point Most recent by mikek753b September 29Budgeting and Planning Tools (Windows)
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  Required Minimum Distributions Transferred to Brokerage Accounts (R59.6)

  Closed JLP1976 173 views 10 comments 0 points Most recent by JLP1976 September 27Investing (Windows)
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  The tax planner for interest reports incorrect total tax

  Answered Closed Masconi 24 views 2 comments 0 points Most recent by Masconi September 23Errors and Troubleshooting (Windows)
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  Schedule B-Interest and Dividends Tax Report missing taxable dividends

  Closed crwalejr 174 views 5 comments 0 points Most recent by UKR September 14Reports (Windows)
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  Budget & Tax Planner

  Reviewed m.ellis 36 views 0 comments 1 point Started by m.ellis September 13 Budget and Planning Tools
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  Whats the point of saving receipts with transactions if receipts must be extracted one at a time

  Closed Stejay 57 views 3 comments 0 points Most recent by NotACPA September 7Business and Rental Property Tools (Windows)
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  Tax Planner R58.9 BUG: settings change after upgrade

  Closed Jim_Harman 118 views 2 comments 1 point Most recent by leishirsute August 9Budgeting and Planning Tools (Windows)
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  How do I Change Earnings from Federal Money Market Fund from Reinvest to Dividend?

  Closed TexMike 58 views 3 comments 0 points Most recent by TexMike August 9Investing (Windows)
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  Tax Planner

  Closed Jdesorm 13 views 0 comments 0 points Most recent by Jdesorm July 9Business and Rental Property Tools (Windows)
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  Tax Planner AMT calculation seems incorrect

  Closed rotygolf 24 views 1 comment 0 points Most recent by markus1957 July 6Budgeting and Planning Tools (Windows)
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  Tax Planner incorrectly showing withholding for pension income

  Closed AllanDB 24 views 2 comments 0 points Most recent by markus1957 July 3Errors and Troubleshooting (Windows)
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  Employer 401(k) match reducing taxable income?

  Answered Closed furstyferret 45 views 7 comments 0 points Most recent by NotACPA June 15Errors and Troubleshooting (Windows)
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  Tax Planner will not save checked preferences

  GrandmaJo 63 views 5 comments 0 points Most recent by michroar June 4Budgeting and Planning Tools (Windows)
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  Tax Form 7206 Self-Employed Health Insurance Deduction

  Reviewed clay 72 views 3 comments 1 point Most recent by jtemplin June 1Installing and Updating
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  Create "Tax Exempt" type for Roth 401k and Roth IRA

  Reviewed mikek753b 596 views 13 comments 27 points Most recent by QuickUserPSP May 19Budget and Planning Tools
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  TurboTax Import Failed (Error 2) - Tax Year 2023 TurboTax

  Closed jl747 676 views 12 comments 1 point Most recent by bking May 9Budgeting and Planning Tools (Windows)
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  why is tax planner for 2024 showing 2023 withholdings?

  Answered Closed Frustrated123 35 views 2 comments 0 points Most recent by Frustrated123 April 13Budgeting and Planning Tools (Windows)
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  Tax Form 8889

  Reviewed lhoulton 89 views 4 comments 9 points Most recent by Carol Rigdon April 13Canada Windows
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  The Community Meetup- March 2024 Edition

  Announcement Quicken Janean 570 views 10 comments 0 points Most recent by Jim_Harman April 13The Community Meetup Newsletter
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  Automating split transaction entry

  Reviewed spooki 46 views 2 comments 1 point Most recent by Quicken Kristina April 12Product Enhancements
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  The Community Meetup- March 2024 Edition

  Closed Quicken Janean 2.6K views 1 comment 0 points Most recent by acs2 April 2The Community Meetup Newsletter
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  Tax Planner - Antiquated?

  Reviewed CowboyNav1 227 views 10 comments 9 points Most recent by jl747 March 22Budget and Planning Tools
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  Tax Deductions

  Reviewed Stejay 25 views 0 comments 2 points Most recent by Stejay March 21Canada Windows
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  Tax Planner Projected Tax summary is not showing capital gains(loss)

  Closed ganders 135 views 5 comments 0 points Most recent by Quicken Kristina March 15Budgeting and Planning Tools (Windows)
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  Need to be able to edit categories and line items in Schedule E

  Reviewed Themule08 24 views 0 comments 1 point Most recent by Themule08 March 13Rental Property and Business Tools