Tax Planner

Discussion List

• 
  2025 Tax Planner Standard Deduction

  Closed Philip107 192 views 5 comments 1 point Most recent by Palace March 2025Budgeting and Planning Tools (Windows)
• 
  Prior Year (2024) contribution to my IRA made in 2025 is reducing 2025 taxable income YTD

  Closed dougbr213 111 views 3 comments 0 points Most recent by Quicken Jasmine March 2025Errors and Troubleshooting (Windows)
• 
  How to have Investment dividends show in Scheduled Bills and Deposits?

  Answered ✓ Closed Philip107 134 views 6 comments 0 points Most recent by Philip107 March 2025Budgeting and Planning Tools (Windows)
• 
  Tax Treatment of Healthcare Marketplace Premium Tax Credit

  Answered ✓ Closed halpate 51 views 2 comments 0 points Most recent by halpate February 2025Budgeting and Planning Tools (Windows)
• 
  2024 Tax Planner Incorrect Standard Deduction

  Answered ✓ Closed owl1161 144 views 4 comments 1 point Most recent by Boatnmaniac February 2025Budgeting and Planning Tools (Windows)
• 
  Interest not associated with an account

  Answered ✓ Closed TomS 73 views 5 comments 0 points Most recent by TomS January 2025Registers & Transactions (Windows)
• 
  Capital Gains Estimator not finding lowest tax solution, way off from best?

  Closed DeVille63 25 views 0 comments 0 points Most recent by DeVille63 January 2025Investing (Windows)
• 
  Line item missing from printed Tax Planner

  Closed halpate 134 views 11 comments 0 points Most recent by Jim_Harman January 2025Errors and Troubleshooting (Windows)
• 
  Paycheck W2 Gross Amount Different

  Answered Closed micdif 43 views 3 comments 0 points Most recent by micdif January 2025Errors and Troubleshooting (Windows)
• 
  Tax Summary Report "_401Contrib" category doesn't include 401K catchup contribution.

  Closed Space Dragon 62 views 0 comments 0 points Most recent by Space Dragon January 2025Reports (Windows)
• 
  Tax planner year selection problem

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

  Closed leishirsute 318 views 12 comments 0 points Most recent by BK December 2024Budgeting and Planning Tools (Windows)
• 
  Tax planner incorrect income tax calculation

  Closed epicmountain 214 views 10 comments 0 points Most recent by Jim_Harman November 2024Errors and Troubleshooting (Windows)
• 
  QMac Capital Gains Estimator Tool a great planning tool for wash sales and charitable gifts

  Closed MontanaKarl 56 views 1 comment 1 point Most recent by MontanaKarl November 2024Investing (Mac)
• 
  Quicken Locks up on Tax Planner: Business Income: Other Allowable Expenses

  Answered Closed jamesbarnes 46 views 3 comments 1 point Most recent by Jim_Harman November 2024Errors and Troubleshooting (Windows)
• 
  When will Quicken update the RMD distribution dates in Lifetime Planner [edited]

  Answered Closed Jonathan Mo 145 views 4 comments 0 points Most recent by markus1957 October 2024Budgeting and Planning Tools (Windows)
• 
  How to get DCP and HSA deductions in the Taxable YTD?

  Closed mikek753b 114 views 4 comments -1 point Most recent by mikek753b September 2024Budgeting and Planning Tools (Windows)
• 
  Required Minimum Distributions Transferred to Brokerage Accounts (R59.6)

  Closed JLP1976 288 views 10 comments 0 points Most recent by JLP1976 September 2024Investing (Windows)
• 
  The tax planner for interest reports incorrect total tax

  Answered Closed Masconi 42 views 2 comments 0 points Most recent by Masconi September 2024Errors and Troubleshooting (Windows)
• 
  Schedule B-Interest and Dividends Tax Report missing taxable dividends

  Closed crwalejr 194 views 5 comments 0 points Most recent by UKR September 2024Reports (Windows)
• 
  Whats the point of saving receipts with transactions if receipts must be extracted one at a time

  Closed Stejay 301 views 3 comments 0 points Most recent by NotACPA September 2024Business and Rental Property Tools (Windows)
• 
  Tax Planner R58.9 BUG: settings change after upgrade

  Closed Jim_Harman 133 views 2 comments 1 point Most recent by leishirsute August 2024Budgeting and Planning Tools (Windows)
• 
  How do I Change Earnings from Federal Money Market Fund from Reinvest to Dividend?

  Closed TexMike 80 views 3 comments 0 points Most recent by TexMike August 2024Investing (Windows)
• 
  Tax Planner

  Closed Jdesorm 23 views 0 comments 0 points Most recent by Jdesorm July 2024Business and Rental Property Tools (Windows)
• 
  Tax Planner AMT calculation seems incorrect

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

  Closed AllanDB 44 views 2 comments 0 points Most recent by markus1957 July 2024Errors and Troubleshooting (Windows)
• 
  Employer 401(k) match reducing taxable income?

  Answered Closed furstyferret 48 views 7 comments 0 points Most recent by NotACPA June 2024Errors and Troubleshooting (Windows)
• 
  Tax Planner will not save checked preferences

  GrandmaJo 73 views 5 comments 0 points Most recent by michroar June 2024Budgeting and Planning Tools (Windows)