Tax Planner

Discussion List

• 
  Tax Planner Projected Tax summary is not showing capital gains(loss)

  Closed ganders 181 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 211 views 3 comments 0 points Most recent by Jim_Harman March 2024Budgeting and Planning Tools (Windows)
• 
  Compatibility for CPAs and accountants

  Closed Greydog9928 543 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 221 views 1 comment 0 points Most recent by jacobs February 2024Registers & Transactions (Mac)
• 
  NUA (Net Unrealized Appreciation) Transactions

  Closed EdC 101 views 3 comments 0 points Most recent by Tom Young January 2024Investing (Windows)
• 
  1

  Up
  Workaround to Overwrite Old TurboTax Import Values in Tax Planner

  New markus1957 41 views 1 comment 1 point Most recent by Chris_QPW January 2024Budgeting and Planning Tools (Windows)
• 
  How to fix Tax Planner? It sets own random numbers ...

  Answered Closed mikek753b 451 views 7 comments 0 points Most recent by markus1957 January 2024Budgeting and Planning Tools (Windows)
• 
  Multiple accounts export one line into TurboTax for 1099

  Closed MACMONEY 51 views 2 comments 0 points Most recent by volvogirl January 2024Reports (Mac)
• 
  Does Tax planner deduct 401k and other before tax to calculate remaining tax?

  Closed mikek753b 421 views 23 comments 0 points Most recent by mikek753b January 2024Budgeting and Planning Tools (Windows)
• 
  Problem with 401k/tax planner

  Closed greenD2021 71 views 2 comments 0 points Most recent by greenD2021 January 2024Investing (Windows)
• 
  Fed and State Tax Entries - Quicken Asks Which Year Multiple Times

  Closed MangoMan 11 views 0 comments 0 points Most recent by MangoMan January 2024Registers & Transactions (Windows)
• 
  Several Tax Planner questions (MFS, 401(k) contributions, income transactions)

  Closed sneff30 182 views 8 comments 0 points Most recent by markus1957 January 2024Budgeting and Planning Tools (Windows)
• 
  Another choice needed for a security's Cost Basis

  Closed tcolyer 51 views 1 comment 1 point Most recent by markus1957 January 2024Investing (Windows)
• 
  Best way to use Paycheck Wizard with varying paycheck amounts

  Answered ✓ Closed sneff30 681 views 5 comments 0 points Most recent by sneff30 January 2024Paying Bills, Online Billers & Reminders (Windows)
• 
  Losses as told by Quicken

  Answered Closed Bob. 102 views 11 comments 0 points Most recent by Chris_QPW December 2023Investing (Windows)
• 
  Best way to exclude previous tax year payments from current year report?

  Closed malloc 392 views 17 comments 0 points Most recent by malloc December 2023Reports (Mac)
• 
  some tax line items not being pulled into tax planner

  Answered ✓ Closed Momkat 181 views 5 comments 0 points Most recent by Quicken Kristina November 2023Budgeting and Planning Tools (Windows)
• 
  Tax Planner comes up blank

  Closed System 31 views 5 comments 0 points Most recent by Lou C November 2023Errors and Troubleshooting (Windows)
• 
  Pension and it's Federal Withholding is not reflected on Tax Report for the 1040 (Q Mac)

  Closed HJR 131 views 4 comments 0 points Most recent by Jon November 2023Budgeting and Planning Tools (Mac)
• 
  Tax planner acting strange

  Closed h stansfield 21 views 3 comments 0 points Most recent by Quicken Kristina November 2023Paying Bills, Online Billers & Reminders (Windows)
• 
  R50.xx - tax planner display issues (edit)

  Answered ✓ Closed msills255347 1.6K views 62 comments 4 points Most recent by Doug Obee October 2023Budgeting and Planning Tools (Windows)
• 
  BUG: Tax Planner entries change when I review setting details

  Closed Jim_Harman 391 views 13 comments 0 points Most recent by William Wilkens October 2023Budgeting and Planning Tools (Windows)
• 
  What to select for Prev Year tax form?

  Closed mikek753b 81 views 4 comments 0 points Most recent by mikek753b September 2023Budgeting and Planning Tools (Windows)