Tax Planner

Discussion List

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  Tax Planning

  Closed djmsaxon 72 views 1 comment 0 points Most recent by Jim_Harman July 17Budgeting and Planning Tools (Windows)
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  Standard Definition of Calendar Quarter vs. IRS Quarter Definition

  Answered Closed Beijing Mac 100 views 10 comments 0 points Most recent by Chris_QPW July 2Reports (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 20 Budgeting and Planning Tools (Windows)
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  IRA Distribution from my JPM IRA Account

  Answered Closed Don32@ 42 views 2 comments 0 points Most recent by Boatnmaniac June 14Budgeting and Planning Tools (Windows)
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  Tax Planner Long Term Capital Gains Problems

  Closed TomS 32 views 1 comment 0 points Most recent by Jim_Harman June 13Investing (Windows)
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  Tax Planner: Roth IRA Contributions As Wages

  Answered ✓ Closed Volumes8323 28 views 2 comments 0 points Most recent by Volumes8323 June 7Budgeting and Planning Tools (Windows)
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  Add "Self Employed Health Insurance" Tax Line Item

  Reviewed workindad 129 views 4 comments 4 points Most recent by Bill_H May 27Budget and Planning Tools
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  Wrong Tax value computed in Capital Gains Estimator tool

  Closed figonzalez 23 views 1 comment 0 points Most recent by jacobs May 8Investing (Mac)
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  Tax Planner wrongly including foreign amounts in Project Amounts

  Closed jbfg97 134 views 7 comments 0 points Most recent by jbfg97 May 7Budgeting and Planning Tools (Windows)
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  Tax Planner problem with Roth 401K contrib and Employer Match

  Answered Closed frazsuz 134 views 6 comments 0 points Most recent by frazsuz May 6Budgeting and Planning Tools (Windows)
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  Tax Planner

  Closed SCalder 69 views 4 comments 0 points Most recent by Ray Cosner April 2Errors and Troubleshooting (Windows)
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  Tax Planner "_401Contrib" category doesn't include 457 contribution [edited]

  Closed Michael Sayre 107 views 8 comments 0 points Most recent by Jim_Harman March 25Reports (Windows)
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  How to handle Vanguard and other accounts co-mingling 401k and Roth 401k Contributions

  Closed jlaur_25 56 views 3 comments 0 points Most recent by Quicken Kristina March 23Budgeting and Planning Tools (Windows)
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  2025 Tax Planner Standard Deduction

  Closed Philip107 184 views 5 comments 1 point Most recent by Palace March 19Budgeting 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 106 views 3 comments 0 points Most recent by Quicken Jasmine March 6Errors and Troubleshooting (Windows)
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  How to have Investment dividends show in Scheduled Bills and Deposits?

  Answered ✓ Closed Philip107 119 views 6 comments 0 points Most recent by Philip107 March 3Budgeting and Planning Tools (Windows)
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  Tax Treatment of Healthcare Marketplace Premium Tax Credit

  Answered ✓ Closed halpate 44 views 2 comments 0 points Most recent by halpate February 20Budgeting and Planning Tools (Windows)
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  2024 Tax Planner Incorrect Standard Deduction

  Answered ✓ Closed owl1161 138 views 4 comments 1 point Most recent by Boatnmaniac February 11Budgeting and Planning Tools (Windows)
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  Interest not associated with an account

  Answered ✓ Closed TomS 80 views 5 comments 0 points Most recent by TomS January 28Registers & Transactions (Windows)
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  Capital Gains Estimator not finding lowest tax solution, way off from best?

  Closed DeVille63 22 views 0 comments 0 points Started by DeVille63 January 21 Investing (Windows)
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  Line item missing from printed Tax Planner

  Closed halpate 120 views 11 comments 0 points Most recent by Jim_Harman January 16Errors and Troubleshooting (Windows)
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  Paycheck W2 Gross Amount Different

  Answered Closed micdif 46 views 3 comments 0 points Most recent by micdif January 5Errors and Troubleshooting (Windows)
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  Tax Summary Report "_401Contrib" category doesn't include 401K catchup contribution.

  Closed Space Dragon 57 views 0 comments 0 points Started by Space Dragon January 3 Reports (Windows)
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  Tax planner year selection problem

  Closed jjanofsky 92 views 3 comments 0 points Most recent by Boatnmaniac December 2024Budgeting and Planning Tools (Windows)
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  Continuing problem: Initial Tax Planner tab display leaves out Realized Gain

  Closed leishirsute 287 views 12 comments 0 points Most recent by BK December 2024Budgeting and Planning Tools (Windows)
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  Tax planner incorrect income tax calculation

  Closed epicmountain 205 views 10 comments 0 points Most recent by Jim_Harman November 2024Errors and Troubleshooting (Windows)
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  QMac Capital Gains Estimator Tool a great planning tool for wash sales and charitable gifts

  Closed MontanaKarl 55 views 1 comment 1 point Most recent by MontanaKarl November 2024Investing (Mac)
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  Quicken Locks up on Tax Planner: Business Income: Other Allowable Expenses

  Answered Closed jamesbarnes 42 views 3 comments 1 point Most recent by Jim_Harman November 2024Errors and Troubleshooting (Windows)
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  When will Quicken update the RMD distribution dates in Lifetime Planner [edited]

  Answered Closed Jonathan Mo 122 views 4 comments 0 points Most recent by markus1957 October 2024Budgeting and Planning Tools (Windows)