Tax Planner

Discussion List

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  Tax Planner "_401Contrib" category doesn't include 457 contribution [edited]

  Closed Michael Sayre 127 views 8 comments 0 points Most recent by Jim_Harman March 2025Reports (Windows)
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  How to handle Vanguard and other accounts co-mingling 401k and Roth 401k Contributions

  Closed jlaur_25 62 views 3 comments 0 points Most recent by Quicken Kristina March 2025Budgeting and Planning Tools (Windows)
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  2025 Tax Planner Standard Deduction

  Closed Philip107 192 views 5 comments 1 point Most recent by Palace March 2025Budgeting 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 115 views 3 comments 0 points Most recent by Quicken Jasmine March 2025Errors and Troubleshooting (Windows)
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  How to have Investment dividends show in Scheduled Bills and Deposits?

  Answered ✓ Closed Philip107 137 views 6 comments 0 points Most recent by Philip107 March 2025Budgeting and Planning Tools (Windows)
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  Tax Treatment of Healthcare Marketplace Premium Tax Credit

  Answered ✓ Closed halpate 52 views 2 comments 0 points Most recent by halpate February 2025Budgeting and Planning Tools (Windows)
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  2024 Tax Planner Incorrect Standard Deduction

  Answered ✓ Closed owl1161 141 views 4 comments 1 point Most recent by Boatnmaniac February 2025Budgeting and Planning Tools (Windows)
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  Interest not associated with an account

  Answered ✓ Closed TomS 71 views 5 comments 0 points Most recent by TomS January 2025Registers & 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 Most recent by DeVille63 January 2025Investing (Windows)
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  Line item missing from printed Tax Planner

  Closed halpate 135 views 11 comments 0 points Most recent by Jim_Harman January 2025Errors and Troubleshooting (Windows)
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  Paycheck W2 Gross Amount Different

  Answered Closed micdif 43 views 3 comments 0 points Most recent by micdif January 2025Errors and Troubleshooting (Windows)
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  Tax planner year selection problem

  Closed jjanofsky 93 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 326 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 223 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 54 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 41 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 149 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 112 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 288 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 42 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 196 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 303 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 139 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 86 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 43 views 2 comments 0 points Most recent by markus1957 July 2024Errors and Troubleshooting (Windows)