Tax Planner

Discussion List

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  TurboTax Import Failed (Error 2) - Tax Year 2023 TurboTax

  Closed jl747 747 views 12 comments 1 point Most recent by bking May 2024Budgeting and Planning Tools (Windows)
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  why is tax planner for 2024 showing 2023 withholdings?

  Answered Closed Frustrated123 33 views 2 comments 0 points Most recent by Frustrated123 April 2024Budgeting and Planning Tools (Windows)
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  The Community Meetup- March 2024 Edition

  Quicken Janean 640 views 10 comments 0 points Most recent by Jim_Harman April 2024The Community Meetup Newsletter
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  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
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  Tax Planner - Antiquated?

  Reviewed CowboyNav1 258 views 10 comments 11 points Most recent by jl747 March 2024Budget and Planning Tools
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  Tax Planner Projected Tax summary is not showing capital gains(loss)

  Closed ganders 186 views 5 comments 0 points Most recent by Quicken Kristina March 2024Budgeting and Planning Tools (Windows)
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  Tax Planner not calculating taxable SSA amount.

  Closed Philip107 222 views 3 comments 0 points Most recent by Jim_Harman March 2024Budgeting and Planning Tools (Windows)
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  Compatibility for CPAs and accountants

  Closed Greydog9928 582 views 4 comments 0 points Most recent by jacobs February 2024File Conversion and Backup (Mac)
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  How are you categorizing home office expenses like utilities?

  Answered Closed A Pensive Panda 229 views 1 comment 0 points Most recent by jacobs February 2024Registers & Transactions (Mac)
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  NUA (Net Unrealized Appreciation) Transactions

  Closed EdC 109 views 3 comments 0 points Most recent by Tom Young January 2024Investing (Windows)
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  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)
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  How to fix Tax Planner? It sets own random numbers ...

  Answered Closed mikek753b 461 views 7 comments 0 points Most recent by markus1957 January 2024Budgeting and Planning Tools (Windows)
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  Multiple accounts export one line into TurboTax for 1099

  Closed MACMONEY 54 views 2 comments 0 points Most recent by volvogirl January 2024Reports (Mac)
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  Does Tax planner deduct 401k and other before tax to calculate remaining tax?

  Closed mikek753b 428 views 23 comments 0 points Most recent by mikek753b January 2024Budgeting and Planning Tools (Windows)
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  Problem with 401k/tax planner

  Closed greenD2021 72 views 2 comments 0 points Most recent by greenD2021 January 2024Investing (Windows)
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  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)
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  Several Tax Planner questions (MFS, 401(k) contributions, income transactions)

  Closed sneff30 187 views 8 comments 0 points Most recent by markus1957 January 2024Budgeting and Planning Tools (Windows)
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  Another choice needed for a security's Cost Basis

  Closed tcolyer 54 views 1 comment 1 point Most recent by markus1957 January 2024Investing (Windows)
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  Best way to use Paycheck Wizard with varying paycheck amounts

  Answered ✓ Closed sneff30 692 views 5 comments 0 points Most recent by sneff30 January 2024Paying Bills, Online Billers & Reminders (Windows)
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  Losses as told by Quicken

  Answered Closed Bob. 112 views 11 comments 0 points Most recent by Chris_QPW December 2023Investing (Windows)
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  Best way to exclude previous tax year payments from current year report?

  Closed malloc 419 views 17 comments 0 points Most recent by malloc December 2023Reports (Mac)