Tax Planner

Discussion List

• 
  Schedule E data doesn't flow to Tax Planner when using RENTS (edit)

  Closed Cyclist 244 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 457 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 520 views 8 comments 0 points Most recent by mikek753b June 2023Investing (Windows)
• 
  Tax Planner shows marginal rate of 18%?

  Closed SomebodyInGNV 53 views 1 comment 1 point Most recent by hmday June 2023Budgeting and Planning Tools (Windows)
• 
  Merged: R50.xx - Tax Planner Issue - Projected Values set to zero (edit)

  maxwelwp 51 views 0 comments 0 points Most recent by maxwelwp June 2023Budgeting and Planning Tools (Windows)
• 
  Bug Report- Incorrect Tax Planner Marginal Tax Rate Displayed in Tax Summary Screen

  Closed markus1957 344 views 17 comments 1 point Most recent by markus1957 May 2023Errors and Troubleshooting (Windows)
• 
  Tax Planner seems to use incorrect threshold for capital gains calculation.

  Closed G.2 67 views 3 comments 1 point Most recent by markus1957 May 2023Budgeting and Planning Tools (Windows)
• 
  Tax Planner YTD Daily Average Witholding Negative. What could cause this?

  Closed mrkotter 43 views 2 comments 0 points Most recent by TangledWeb May 2023Budgeting and Planning Tools (Windows)
• 
  Quicken reports duplicate category name when assigning tax form line items for wages

  Answered ✓ Closed Jonathan 164 views 6 comments 0 points Most recent by Jonathan May 2023Budgeting and Planning Tools (Windows)
• 
  Why are Tax Planner 2023 Federal income taxes higher than TurboTax's 2023 taxes?

  Answered Closed KJTemplin 83 views 4 comments 0 points Most recent by Ps56k2 May 2023Installing and Updating (Windows)
• 
  What is current/correct way to setup Roth 401k account?

  Closed mikek753b 2.3K views 15 comments 0 points Most recent by Drinkingbird May 2023Investing (Windows)
• 
  How to use Roth 401k in paychecks?

  Closed mikek753b 827 views 6 comments 1 point Most recent by Quicken Kristina May 2023Investing (Windows)
• 
  Tax Planner - Filing status does not stay on "Married filing jointly"

  Closed michroar 32 views 0 comments 0 points Most recent by michroar May 2023Budgeting and Planning Tools (Windows)
• 
  PreTax deductions not working in tax planner

  Closed Kent0sc 41 views 1 comment 0 points Most recent by markus1957 April 2023Budgeting and Planning Tools (Windows)
• 
  Request to add Additional Medicare tax calculation in Tax Planner

  Closed Ajay 63 views 1 comment 0 points Most recent by Quicken Kristina April 2023Budgeting and Planning Tools (Windows)
• 
  Managing Annuity Accounts in Quicken

  Answered Closed williamspl 1.5K views 26 comments 0 points Most recent by Boatnmaniac March 2023Reports (Windows)
• 
  2023 Tax Planner Wages Issue

  Closed VP9885 102 views 6 comments 0 points Most recent by Quicken Jasmine March 2023Budgeting and Planning Tools (Windows)
• 
  2023 Tax Planner - current, or projected?

  Closed Robert Keesecker 71 views 2 comments 0 points Most recent by Chris_QPW February 2023Budgeting and Planning Tools (Windows)
• 
  Quicken Premier seems to have an error for Standard Deduction for 2023

  Closed Dale P Kramer 112 views 5 comments 0 points Most recent by unknown January 2023Budgeting and Planning Tools (Windows)
• 
  New Tax Reports - Schedules E and C, Poorly Organized (Q Mac)

  Closed jimbean2 103 views 1 comment 0 points Most recent by Wendy W January 2023Reports (Mac)
• 
  What happened to my income for 2022 tax planner?

  Answered ✓ Closed Kerry 1K views 39 comments 1 point Most recent by leishirsute January 2023Budgeting and Planning Tools (Windows)
• 
  Tax Planner no longer shows 2022 income after midnight 12/31/2022

  Closed Kerry 114 views 3 comments 0 points Most recent by tyce January 2023Budgeting and Planning Tools (Windows)
• 
  Tax Planner 2023 Roth 401K not calculating correctly

  Answered Closed marknashburn 23 views 1 comment 0 points Most recent by marknashburn January 2023Errors and Troubleshooting (Windows)