Tax Planner

Discussion List

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  Fidelity Roth 401(k)

  Tammy Van Buren 25 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 RG8 39 views 3 comments 0 points Most recent by Boatnmaniac April 6Budgeting and Planning Tools (Windows)
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  Feature Request: Add Optional “Future Projection” Toggle to support (Scheduled/Budget Transactions)

  186kmph 13 views 1 comment 2 points Most recent by Quicken Anja April 3Budget and Planning Tools
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  Create "Tax Exempt" type for Roth 401k and Roth IRA

  Reviewed mikek753b 805 views 15 comments 38 points Most recent by mikek753b March 31Budget and Planning Tools
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  Is Tax Planner income tax incorrect? (even though taxable income is correct!)

  Answered ✓ Frustrated123 69 views 5 comments 0 points Most recent by Quicken Kristina March 28Budgeting and Planning Tools (Windows)
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  P&L has NO data in the report

  Answered liferocks 17 views 1 comment 0 points Most recent by NotACPA March 22Business and Rental Property Tools (Windows)
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  Tax Planner 2026 Other Withholding

  Closed Philip107 42 views 4 comments 0 points Most recent by Philip107 February 21Budgeting and Planning Tools (Windows)
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  Tax Planner Errors

  Answered ✓ Closed petermartin1950 725 views 58 comments -1 point Most recent by petermartin1950 February 19Reports (Windows)
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  Tax Planner Defaulting to Estimate or No Projected Amount

  Closed Tammy Van Buren 94 views 8 comments 0 points Most recent by Tammy Van Buren February 19Budgeting and Planning Tools (Windows)
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  Tax Forms: Schedule 1, 2, 3, and other forms [Edited]

  Reviewed lpackard 136 views 9 comments 6 points Most recent by glaurian January 29Product Enhancements
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  Quicken Access Error

  Answered Closed jimarcher6837 26 views 1 comment 0 points Most recent by BK January 28Reports (Windows)
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  Charitable deductions in tax planner

  Closed SomebodyInGNV 12 views 0 comments 0 points Most recent by SomebodyInGNV January 21Budgeting and Planning Tools (Windows)
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  Fix Validate/Repair Messing Up Tax Planner

  Closed recursor1 211 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 Closed Boatnmaniac 54 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 ✓ Closed zot100 70 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 25 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

  Closed System 107 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 211 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 Closed WRR 325 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 ✓ Closed sferrell 88 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

  Closed G.2 35 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 193 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 35 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 347 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 700 views 25 comments 3 points Most recent by Chris_QPW November 2025Errors and Troubleshooting (Windows)
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  Tax Form 8889

  Reviewed lhoulton 209 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 91 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 66 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 128 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 237 views 7 comments 4 points Most recent by emhamiltn October 2025Investments