Tax Planner

Discussion List

• 
  NUA (Net Unrealized Appreciation) Transactions

  Closed EdC 105 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 45 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 425 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 54 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 405 views 23 comments 0 points Most recent by mikek753b January 2024Budgeting and Planning Tools (Windows)
• 
  Problem with 401k/tax planner

  Closed greenD2021 76 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 12 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 177 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 53 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 667 views 5 comments 0 points Most recent by sneff30 January 2024Paying Bills, Online Billers & Reminders (Windows)
• 
  Losses as told by Quicken

  Answered Closed Bob. 108 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 341 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 169 views 5 comments 0 points Most recent by Quicken Kristina November 2023Budgeting and Planning Tools (Windows)
• 
  Tax Planner comes up blank

  Closed System 33 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 139 views 4 comments 0 points Most recent by Jon November 2023Budgeting and Planning Tools (Mac)
• 
  Tax planner acting strange

  Closed h stansfield 22 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 383 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 84 views 4 comments 0 points Most recent by mikek753b September 2023Budgeting and Planning Tools (Windows)
• 
  Incorrect Tax Brackets in Tax Planner Yielding Incorrect Estimated Tax

  Closed nsosdian 84 views 2 comments 0 points Most recent by nsosdian September 2023Errors and Troubleshooting (Windows)
• 
  "Minimum Gain" …. Is There Such a Thing as "Minimum Tax"?

  Answered Closed gfvalvo 47 views 4 comments 0 points Most recent by mshiggins August 2023Investing (Windows)
• 
  Tax Planner Exemptions Broken

  Closed buttersh 118 views 4 comments 0 points Most recent by buttersh August 2023Budgeting and Planning Tools (Windows)
• 
  Schedule E data doesn't flow to Tax Planner when using RENTS (edit)

  Closed Cyclist 230 views 9 comments 0 points Most recent by Quicken Kristina August 2023Budgeting and Planning Tools (Windows)
• 
  Dividend category not selectable when entering in mutual fund account

  Answered ✓ Closed M stich 447 views 20 comments 0 points Most recent by NotACPA July 2023Investing (Windows)
• 
  How to configure Treasury Bill to track it correctly in Tax Planner?

  Answered Closed mikek753b 517 views 8 comments 0 points Most recent by mikek753b June 2023Investing (Windows)
• 
  Tax Planner shows marginal rate of 18%?

  Closed SomebodyInGNV 54 views 1 comment 1 point Most recent by hmday June 2023Budgeting and Planning Tools (Windows)