Tax Planner

Discussion List

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  Continuing problem: Initial Tax Planner tab display leaves out Realized Gain

  Closed leishirsute 294 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 213 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 53 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 45 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 133 views 4 comments 0 points Most recent by markus1957 October 2024Budgeting and Planning Tools (Windows)
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  How to get DCP and HSA deductions in the Taxable YTD?

  Closed mikek753b 118 views 4 comments -1 point Most recent by mikek753b September 2024Budgeting and Planning Tools (Windows)
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  Required Minimum Distributions Transferred to Brokerage Accounts (R59.6)

  Closed JLP1976 275 views 10 comments 0 points Most recent by JLP1976 September 2024Investing (Windows)
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  The tax planner for interest reports incorrect total tax

  Answered Closed Masconi 43 views 2 comments 0 points Most recent by Masconi September 2024Errors and Troubleshooting (Windows)
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  Schedule B-Interest and Dividends Tax Report missing taxable dividends

  Closed crwalejr 198 views 5 comments 0 points Most recent by UKR September 2024Reports (Windows)
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  Whats the point of saving receipts with transactions if receipts must be extracted one at a time

  Closed Stejay 276 views 3 comments 0 points Most recent by NotACPA September 2024Business and Rental Property Tools (Windows)
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  Tax Planner R58.9 BUG: settings change after upgrade

  Closed Jim_Harman 132 views 2 comments 1 point Most recent by leishirsute August 2024Budgeting and Planning Tools (Windows)
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  How do I Change Earnings from Federal Money Market Fund from Reinvest to Dividend?

  Closed TexMike 73 views 3 comments 0 points Most recent by TexMike August 2024Investing (Windows)
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  Tax Planner

  Closed Jdesorm 21 views 0 comments 0 points Most recent by Jdesorm July 2024Business and Rental Property Tools (Windows)
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  Tax Planner AMT calculation seems incorrect

  Closed rotygolf 21 views 1 comment 0 points Most recent by markus1957 July 2024Budgeting and Planning Tools (Windows)
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  Tax Planner incorrectly showing withholding for pension income

  Closed AllanDB 46 views 2 comments 0 points Most recent by markus1957 July 2024Errors and Troubleshooting (Windows)
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  Employer 401(k) match reducing taxable income?

  Answered Closed furstyferret 45 views 7 comments 0 points Most recent by NotACPA June 2024Errors and Troubleshooting (Windows)
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  Tax Planner will not save checked preferences

  GrandmaJo 73 views 5 comments 0 points Most recent by michroar June 2024Budgeting and Planning Tools (Windows)
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  Create "Tax Exempt" type for Roth 401k and Roth IRA

  Reviewed mikek753b 751 views 13 comments 37 points Most recent by [Deleted User] May 2024Budget and Planning Tools
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  TurboTax Import Failed (Error 2) - Tax Year 2023 TurboTax

  Closed jl747 721 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 33 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 635 views 10 comments 0 points Most recent by Jim_Harman April 2024The Community Meetup Newsletter
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  The Community Meetup- March 2024 Edition

  Closed Quicken Janean 2.7K views 1 comment 0 points Most recent by acs2 April 2024The Community Meetup Newsletter
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  Tax Planner - Antiquated?

  Reviewed CowboyNav1 248 views 10 comments 11 points Most recent by jl747 March 2024Budget and Planning Tools
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  Tax Planner Projected Tax summary is not showing capital gains(loss)

  Closed ganders 178 views 5 comments 0 points Most recent by Quicken Kristina March 2024Budgeting and Planning Tools (Windows)