Tax Planner

Discussion List

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  Tax Planner Projected Tax summary is not showing capital gains(loss)

  Closed ganders 151 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 35 views 0 comments 1 point Most recent by Themule08 March 13Rental Property and Business Tools
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  Tax Planner not calculating taxable SSA amount.

  Closed Philip107 160 views 3 comments 0 points Most recent by Jim_Harman March 9Budgeting and Planning Tools (Windows)
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  Compatibility for CPAs and accountants

  Closed Greydog9928 306 views 4 comments 0 points Most recent by jacobs February 21File Conversion and Backup (Mac)
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  How are you categorizing home office expenses like utilities?

  Answered Closed A Pensive Panda 135 views 1 comment 0 points Most recent by jacobs February 13Registers & Transactions (Mac)
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  NUA (Net Unrealized Appreciation) Transactions

  Closed EdC 87 views 3 comments 0 points Most recent by Tom Young January 24Investing (Windows)
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  Workaround to Overwrite Old TurboTax Import Values in Tax Planner

  New markus1957 42 views 1 comment 1 point Most recent by Chris_QPW January 22Budgeting and Planning Tools (Windows)
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  How to fix Tax Planner? It sets own random numbers ...

  Answered Closed mikek753b 300 views 7 comments 0 points Most recent by markus1957 January 20Budgeting and Planning Tools (Windows)
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  Multiple accounts export one line into TurboTax for 1099

  Closed MACMONEY 51 views 2 comments 0 points Most recent by volvogirl January 20Reports (Mac)
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  Does Tax planner deduct 401k and other before tax to calculate remaining tax?

  Closed mikek753b 344 views 23 comments 0 points Most recent by mikek753b January 17Budgeting and Planning Tools (Windows)
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  Problem with 401k/tax planner

  Closed greenD2021 69 views 2 comments 0 points Most recent by greenD2021 January 17Investing (Windows)
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  Fed and State Tax Entries - Quicken Asks Which Year Multiple Times

  Closed MangoMan 12 views 0 comments 0 points Most recent by MangoMan January 13Registers & Transactions (Windows)
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  Several Tax Planner questions (MFS, 401(k) contributions, income transactions)

  Closed sneff30 171 views 8 comments 0 points Most recent by markus1957 January 8Budgeting and Planning Tools (Windows)
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  Another choice needed for a security's Cost Basis

  Reviewed tcolyer 51 views 1 comment 1 point Most recent by markus1957 January 5Investments
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  Best way to use Paycheck Wizard with varying paycheck amounts

  Answered ✓ Closed sneff30 528 views 5 comments 0 points Most recent by sneff30 January 2Paying Bills, Online Billers & Reminders (Windows)
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  Losses as told by Quicken

  Answered Closed Bob. 91 views 11 comments 0 points Most recent by Chris_QPW December 2023Investing (Windows)
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  Est. Tax Pymts (1040-ES) showing incorrectly in Tax Planner

  Reviewed ewoldde9 152 views 14 comments 1 point Most recent by Chris_QPW December 2023Product Enhancements
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  Best way to exclude previous tax year payments from current year report?

  Closed malloc 261 views 17 comments 0 points Most recent by malloc December 2023Reports (Mac)
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  some tax line items not being pulled into tax planner

  Answered ✓ Closed Momkat 139 views 5 comments 0 points Most recent by Quicken Kristina November 2023Budgeting and Planning Tools (Windows)
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  Tax Planner comes up blank

  Closed System 26 views 5 comments 0 points Most recent by Lou C November 2023Errors and Troubleshooting (Windows)
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  Pension and it's Federal Withholding is not reflected on Tax Report for the 1040 (Q Mac)

  Closed HJR 113 views 4 comments 0 points Most recent by Jon November 2023Budgeting and Planning Tools (Mac)
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  Tax planner acting strange

  Closed h stansfield 21 views 3 comments 0 points Most recent by Quicken Kristina November 2023Paying Bills, Online Billers & Reminders (Windows)
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  R50.xx - tax planner display issues (edit)

  Answered ✓ Closed msills255347 1.5K views 62 comments 4 points Most recent by Doug Obee October 2023Budgeting and Planning Tools (Windows)
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  BUG: Tax Planner entries change when I review setting details

  Closed Jim_Harman 332 views 13 comments 0 points Most recent by William Wilkens October 2023Budgeting and Planning Tools (Windows)
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  What to select for Prev Year tax form?

  Closed mikek753b 81 views 4 comments 0 points Most recent by mikek753b September 2023Budgeting and Planning Tools (Windows)
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  Incorrect Tax Brackets in Tax Planner Yielding Incorrect Estimated Tax

  Closed nsosdian 78 views 2 comments 0 points Most recent by nsosdian September 2023Errors and Troubleshooting (Windows)