Tax Planner

Discussion List

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  Revisitng-IRA Distribution from my JPM IRA Account

  Closed Don32@ 123 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 11 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 2.5K views 75 comments -1 point Most recent by Boatnmaniac August 2025Budgeting and Planning Tools (Windows)
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  new above-the-line charitable contribution deduction

  Closed SomebodyInGNV 141 views 11 comments 0 points Most recent by Chris_QPW August 2025Budgeting and Planning Tools (Windows)
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  Tax Planning tool update for Desktop Classic

  Answered Closed mgjames63 92 views 2 comments 0 points Most recent by Quicken Jasmine August 2025Budgeting and Planning Tools (Windows)
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  Tax Planner over-reporting Interest Income

  Closed niven 11 views 2 comments 0 points Most recent by Jim_Harman August 2025Reports (Windows)
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  Tax Planner doesn't show Quicken YTD Transactions even though it shows Quicken Data

  Answered Closed user999 31 views 1 comment 0 points Most recent by Jim_Harman July 2025Errors and Troubleshooting (Windows)
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  Tax planner - Payroll selection for Scheduled Transaction is Greyed out.

  Closed zot100 21 views 1 comment 0 points Most recent by mshiggins July 2025Budgeting and Planning Tools (Windows)
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  Tax Planning

  Closed djmsaxon 71 views 1 comment 0 points Most recent by Jim_Harman July 2025Budgeting and Planning Tools (Windows)
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  Standard Definition of Calendar Quarter vs. IRS Quarter Definition

  Answered Closed Beijing Mac 101 views 10 comments 0 points Most recent by Chris_QPW July 2025Reports (Windows)
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  Merged: Release 63 causes scheduled wages to disappear from the projected tax summary

  Closed Carousel Kate 1 view 0 comments 0 points Started by Carousel Kate June 2025 Budgeting and Planning Tools (Windows)
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  IRA Distribution from my JPM IRA Account

  Answered Closed Don32@ 41 views 2 comments 0 points Most recent by Boatnmaniac June 2025Budgeting and Planning Tools (Windows)
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  Tax Planner Long Term Capital Gains Problems

  Closed TomS 31 views 1 comment 0 points Most recent by Jim_Harman June 2025Investing (Windows)
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  Tax Planner: Roth IRA Contributions As Wages

  Answered ✓ Closed Volumes8323 31 views 2 comments 0 points Most recent by Volumes8323 June 2025Budgeting and Planning Tools (Windows)
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  Add "Self Employed Health Insurance" Tax Line Item

  Reviewed workindad 141 views 4 comments 4 points Most recent by Bill_H May 2025Budget and Planning Tools
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  Wrong Tax value computed in Capital Gains Estimator tool

  Closed figonzalez 21 views 1 comment 0 points Most recent by jacobs May 2025Investing (Mac)
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  Tax Planner wrongly including foreign amounts in Project Amounts

  Closed jbfg97 131 views 7 comments 0 points Most recent by jbfg97 May 2025Budgeting and Planning Tools (Windows)
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  Tax Planner problem with Roth 401K contrib and Employer Match

  Answered Closed frazsuz 141 views 6 comments 0 points Most recent by frazsuz May 2025Budgeting and Planning Tools (Windows)
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  Tax Planner

  Closed SCalder 61 views 4 comments 0 points Most recent by Ray Cosner April 2025Errors and Troubleshooting (Windows)
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  Tax Planner "_401Contrib" category doesn't include 457 contribution [edited]

  Closed Michael Sayre 121 views 8 comments 0 points Most recent by Jim_Harman March 2025Reports (Windows)
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  How to handle Vanguard and other accounts co-mingling 401k and Roth 401k Contributions

  Closed jlaur_25 61 views 3 comments 0 points Most recent by Quicken Kristina March 2025Budgeting and Planning Tools (Windows)
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  2025 Tax Planner Standard Deduction

  Closed Philip107 191 views 5 comments 1 point Most recent by Palace March 2025Budgeting and Planning Tools (Windows)
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  Prior Year (2024) contribution to my IRA made in 2025 is reducing 2025 taxable income YTD

  Closed dougbr213 101 views 3 comments 0 points Most recent by Quicken Jasmine March 2025Errors and Troubleshooting (Windows)
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  How to have Investment dividends show in Scheduled Bills and Deposits?

  Answered ✓ Closed Philip107 121 views 6 comments 0 points Most recent by Philip107 March 2025Budgeting and Planning Tools (Windows)
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  Tax Treatment of Healthcare Marketplace Premium Tax Credit

  Answered ✓ Closed halpate 41 views 2 comments 0 points Most recent by halpate February 2025Budgeting and Planning Tools (Windows)
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  2024 Tax Planner Incorrect Standard Deduction

  Answered ✓ Closed owl1161 141 views 4 comments 1 point Most recent by Boatnmaniac February 2025Budgeting and Planning Tools (Windows)
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  Interest not associated with an account

  Answered ✓ Closed TomS 71 views 5 comments 0 points Most recent by TomS January 2025Registers & Transactions (Windows)
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  Capital Gains Estimator not finding lowest tax solution, way off from best?

  Closed DeVille63 21 views 0 comments 0 points Started by DeVille63 January 2025 Investing (Windows)
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  Line item missing from printed Tax Planner

  Closed halpate 131 views 11 comments 0 points Most recent by Jim_Harman January 2025Errors and Troubleshooting (Windows)