Tax Planner

Discussion List

• 
  some tax line items not being pulled into tax planner

  Answered ✓ Closed Momkat 185 views 5 comments 0 points Most recent by Quicken Kristina November 2023Budgeting and Planning Tools (Windows)
• 
  Tax Planner comes up blank

  Closed System 36 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 136 views 4 comments 0 points Most recent by Jon November 2023Budgeting and Planning Tools (Mac)
• 
  Tax planner acting strange

  Closed h stansfield 26 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 398 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 46 views 4 comments 0 points Most recent by mshiggins August 2023Investing (Windows)
• 
  Tax Planner Exemptions Broken

  Closed buttersh 114 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 252 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 485 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 526 views 8 comments 0 points Most recent by mikek753b June 2023Investing (Windows)
• 
  Tax Planner shows marginal rate of 18%?

  Closed SomebodyInGNV 56 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 364 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 65 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 166 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 84 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 2.4K views 15 comments 0 points Most recent by Drinkingbird May 2023Investing (Windows)
• 
  How to use Roth 401k in paychecks?

  Closed mikek753b 843 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 33 views 0 comments 0 points Most recent by michroar May 2023Budgeting and Planning Tools (Windows)
• 
  PreTax deductions not working in tax planner

  Closed Kent0sc 53 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 62 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)