Tax Planner

Discussion List

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  Create "Tax Exempt" type for Roth 401k and Roth IRA

  Reviewed mikek753b 662 views 13 comments 32 points Most recent by QuickUserPSP May 2024Budget and Planning Tools
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  TurboTax Import Failed (Error 2) - Tax Year 2023 TurboTax

  Closed jl747 696 views 12 comments 1 point Most recent by bking May 2024Budgeting and Planning Tools (Windows)
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  why is tax planner for 2024 showing 2023 withholdings?

  Answered Closed Frustrated123 37 views 2 comments 0 points Most recent by Frustrated123 April 2024Budgeting and Planning Tools (Windows)
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  The Community Meetup- March 2024 Edition

  Quicken Janean 621 views 10 comments 0 points Most recent by Jim_Harman April 2024The Community Meetup Newsletter
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  Automating split transaction entry

  Reviewed spooki 57 views 2 comments 1 point Most recent by Quicken Kristina April 2024Product Enhancements
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  The Community Meetup- March 2024 Edition

  Closed Quicken Janean 2.6K views 1 comment 0 points Most recent by acs2 April 2024The Community Meetup Newsletter
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  Tax Planner - Antiquated?

  Reviewed CowboyNav1 236 views 10 comments 9 points Most recent by jl747 March 2024Budget and Planning Tools
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  Tax Deductions

  Reviewed Stejay 33 views 0 comments 2 points Most recent by Stejay March 2024Canada Windows
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  Tax Planner Projected Tax summary is not showing capital gains(loss)

  Closed ganders 157 views 5 comments 0 points Most recent by Quicken Kristina March 2024Budgeting and Planning Tools (Windows)
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  Need to be able to edit categories and line items in Schedule E

  Reviewed Themule08 36 views 0 comments 1 point Most recent by Themule08 March 2024Rental Property and Business Tools
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  Tax Planner not calculating taxable SSA amount.

  Closed Philip107 174 views 3 comments 0 points Most recent by Jim_Harman March 2024Budgeting and Planning Tools (Windows)
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  Compatibility for CPAs and accountants

  Closed Greydog9928 380 views 4 comments 0 points Most recent by jacobs February 2024File Conversion and Backup (Mac)
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  How are you categorizing home office expenses like utilities?

  Answered Closed A Pensive Panda 170 views 1 comment 0 points Most recent by jacobs February 2024Registers & Transactions (Mac)
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  NUA (Net Unrealized Appreciation) Transactions

  Closed EdC 94 views 3 comments 0 points Most recent by Tom Young January 2024Investing (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 2024Budgeting and Planning Tools (Windows)
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  How to fix Tax Planner? It sets own random numbers ...

  Answered Closed mikek753b 329 views 7 comments 0 points Most recent by markus1957 January 2024Budgeting 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 2024Reports (Mac)
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  Does Tax planner deduct 401k and other before tax to calculate remaining tax?

  Closed mikek753b 353 views 23 comments 0 points Most recent by mikek753b January 2024Budgeting and Planning Tools (Windows)
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  Problem with 401k/tax planner

  Closed greenD2021 71 views 2 comments 0 points Most recent by greenD2021 January 2024Investing (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 2024Registers & 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 2024Budgeting and Planning Tools (Windows)
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  Another choice needed for a security's Cost Basis

  Reviewed tcolyer 53 views 1 comment 1 point Most recent by markus1957 January 2024Investments
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  Best way to use Paycheck Wizard with varying paycheck amounts

  Answered ✓ Closed sneff30 578 views 5 comments 0 points Most recent by sneff30 January 2024Paying 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 161 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 292 views 17 comments 0 points Most recent by malloc December 2023Reports (Mac)