Tax Planner

Discussion List

• 
  How to get DCP and HSA deductions in the Taxable YTD?

  Closed mikek753b 110 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 259 views 10 comments 0 points Most recent by JLP1976 September 2024Investing (Windows)
• 
  The tax planner for interest reports incorrect total tax

  Answered Closed Masconi 44 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 195 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 262 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 131 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 69 views 3 comments 0 points Most recent by TexMike August 2024Investing (Windows)
• 
  Tax Planner

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

  Closed rotygolf 27 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 47 views 2 comments 0 points Most recent by markus1957 July 2024Errors and Troubleshooting (Windows)
• 
  Employer 401(k) match reducing taxable income?

  Answered Closed furstyferret 44 views 7 comments 0 points Most recent by NotACPA June 2024Errors and Troubleshooting (Windows)
• 
  Tax Planner will not save checked preferences

  GrandmaJo 74 views 5 comments 0 points Most recent by michroar June 2024Budgeting and Planning Tools (Windows)
• 
  36

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

  Reviewed mikek753b 732 views 13 comments 36 points Most recent by [Deleted User] May 2024Budget and Planning Tools
• 
  TurboTax Import Failed (Error 2) - Tax Year 2023 TurboTax

  Closed jl747 708 views 12 comments 1 point Most recent by bking May 2024Budgeting and Planning Tools (Windows)
• 
  why is tax planner for 2024 showing 2023 withholdings?

  Answered Closed Frustrated123 40 views 2 comments 0 points Most recent by Frustrated123 April 2024Budgeting and Planning Tools (Windows)
• 
  The Community Meetup- March 2024 Edition

  Quicken Janean 633 views 10 comments 0 points Most recent by Jim_Harman April 2024The Community Meetup Newsletter
• 
  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
• 
  11

  Up
  Tax Planner - Antiquated?

  Reviewed CowboyNav1 246 views 10 comments 11 points Most recent by jl747 March 2024Budget and Planning Tools
• 
  Tax Planner Projected Tax summary is not showing capital gains(loss)

  Closed ganders 174 views 5 comments 0 points Most recent by Quicken Kristina March 2024Budgeting and Planning Tools (Windows)
• 
  Tax Planner not calculating taxable SSA amount.

  Closed Philip107 218 views 3 comments 0 points Most recent by Jim_Harman March 2024Budgeting and Planning Tools (Windows)
• 
  Compatibility for CPAs and accountants

  Closed Greydog9928 536 views 4 comments 0 points Most recent by jacobs February 2024File Conversion and Backup (Mac)
• 
  How are you categorizing home office expenses like utilities?

  Answered Closed A Pensive Panda 228 views 1 comment 0 points Most recent by jacobs February 2024Registers & Transactions (Mac)