Tax Planner

Discussion List

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  Fix Validate/Repair Messing Up Tax Planner

  recursor1 181 views 11 comments 1 point Most recent by rjt21 January 7Budgeting and Planning Tools (Windows)
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  PNC Bank: 1/1/2026 OSU Downloads

  Answered Boatnmaniac 40 views 4 comments 0 points Most recent by BK January 3Download, Add/Update Accounts (Windows)
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  SIMPLE IRA Payroll Pre-Tax Contributions not reflected in the Tax Planner

  Answered ✓ zot100 66 views 1 comment 0 points Most recent by Quicken Kristina January 2Budgeting and Planning Tools (Windows)
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  Tax Planner: Granularity for Retirees

  Reviewed MR WM ROSEN JR 24 views 1 comment 3 points Most recent by Jim_Harman January 2Budget and Planning Tools
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  Windows Configuration Prompts When Opening Tax Planner

  System 86 views 10 comments 0 points Most recent by Quicken Alyssa December 2025Errors and Troubleshooting (Windows)
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  The Tax Planner doesn't use the changed "next instance" for scheduled reminders

  Chris_QPW 187 views 14 comments 0 points Most recent by Quicken Anja December 2025Reports (Windows)
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  Tax Planner for 2025 does not work.

  Answered WRR 238 views 9 comments 0 points Most recent by Quicken Anja December 2025Budgeting and Planning Tools (Windows)
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  When will tax year 2026 be available in the Tax Planner for Quicken Classic Windows subscription?

  Answered ✓ sferrell 72 views 3 comments 0 points Most recent by Quicken Anja December 2025Budgeting and Planning Tools (Windows)
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  Possible bug in Tax Planner treatment of Self Employed Health Insurance

  G.2 29 views 3 comments 0 points Most recent by G.2 December 2025Budgeting and Planning Tools (Windows)
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  Tax Planner: how Credit entries are treated

  Closed BK 166 views 16 comments 0 points Most recent by Boatnmaniac December 2025Budgeting and Planning Tools (Windows)
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  WY DOES MY Q LAUNCH AN UNITSTALL WHEN I USE TAX PLANNER?

  Answered Closed ewoldde9 32 views 1 comment 0 points Most recent by ewoldde9 November 2025Installing and Updating (Windows)
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  Incorrect Temporary Social Security Deduction for Seniors

  Closed Frank Hartman 335 views 12 comments 2 points Most recent by Quicken Kristina November 2025Budgeting and Planning Tools (Windows)
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  Standard deduction for seniors updated but is wrong

  Closed sugarleah 657 views 25 comments 3 points Most recent by Chris_QPW November 2025Errors and Troubleshooting (Windows)
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  17

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  Tax Form 8889

  Reviewed lhoulton 192 views 7 comments 17 points Most recent by KingChuck November 2025Budget and Planning Tools
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  Need help recording pre- and post-tax items related to my paycheck. (And Form 1040 Report)

  Answered Closed sneff30 69 views 7 comments 0 points Most recent by sneff30 November 2025Budgeting and Planning Tools (Mac)
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  Edit tax line of individual investment transactions?

  Answered Closed SomebodyInGNV 63 views 2 comments 0 points Most recent by SomebodyInGNV November 2025Budgeting and Planning Tools (Windows)
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  Tax planner doesn't save changes

  Closed h stansfield 119 views 7 comments 0 points Most recent by SomebodyInGNV November 2025Budgeting and Planning Tools (Windows)
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  Crypto Securities Not Listed in Price History Update Function, So Prices Not Updating

  Quicknator 196 views 7 comments 2 points Most recent by emhamiltn October 2025Investments
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  Erroneous input into 401K account in Tax Planner

  Closed Ben12 31 views 2 comments 0 points Most recent by Quicken Anja October 2025Budgeting and Planning Tools (Windows)
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  4

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  Tax Forms: Schedule 1, 2, 3, and other forms [Edited]

  Reviewed lpackard 97 views 7 comments 4 points Most recent by jacobs October 2025Product Enhancements
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  Non existent tax rate in Tax Planner

  Closed jlukes 64 views 4 comments 0 points Most recent by Quicken Anja September 2025Budgeting and Planning Tools (Windows)
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  One step update changing tax planner results

  Closed Ben12 120 views 8 comments 0 points Most recent by Ben12 September 2025Budgeting and Planning Tools (Windows)
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  Tax planner / pension tax withholding confusion

  Closed EmKay 58 views 3 comments 0 points Most recent by NotACPA September 2025Errors and Troubleshooting (Windows)
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  Paycheck amounts keep changing in Income and in tax planner

  Closed Tammy Van Buren 133 views 5 comments 0 points Most recent by Tammy Van Buren September 2025Budgeting and Planning Tools (Windows)
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  Investing and taxes.

  Closed Ronald1955 41 views 2 comments 1 point Most recent by unknown September 2025Investing (Windows)
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  How do I get the tax planner to calculate SE taxes on Partnership Income (Guaranteed Pmts)?

  Answered Closed jwramsey 54 views 3 comments 0 points Most recent by Quicken Kristina September 2025Budgeting and Planning Tools (Windows)
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  Revisitng-IRA Distribution from my JPM IRA Account

  Closed Don32@ 121 views 11 comments 0 points Most recent by Don32@ September 2025Budgeting and Planning Tools (Windows)
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  2025 Tax Planner does not calculate Unrecaptured Depreciation Gains correctly, Section 1250

  Closed jsnider47 12 views 0 comments 0 points Started by jsnider47 August 2025 Budgeting and Planning Tools (Windows)
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  Tax planner does not include correct paycheck info

  Answered ✓ Closed Ducati 2.4K views 75 comments -1 point Most recent by Boatnmaniac August 2025Budgeting and Planning Tools (Windows)