Tax Planner

Discussion List

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  BUG: Tax Planner entries change when I review setting details

  Closed Jim_Harman 392 views 13 comments 0 points Most recent by William Wilkens October 2023Budgeting and Planning Tools (Windows)
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  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)
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  Incorrect Tax Brackets in Tax Planner Yielding Incorrect Estimated Tax

  Closed nsosdian 81 views 2 comments 0 points Most recent by nsosdian September 2023Errors and Troubleshooting (Windows)
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  "Minimum Gain" …. Is There Such a Thing as "Minimum Tax"?

  Answered Closed gfvalvo 45 views 4 comments 0 points Most recent by mshiggins August 2023Investing (Windows)
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  Tax Planner Exemptions Broken

  Closed buttersh 112 views 4 comments 0 points Most recent by buttersh August 2023Budgeting and Planning Tools (Windows)
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  Schedule E data doesn't flow to Tax Planner when using RENTS (edit)

  Closed Cyclist 245 views 9 comments 0 points Most recent by Quicken Kristina August 2023Budgeting and Planning Tools (Windows)
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  Dividend category not selectable when entering in mutual fund account

  Answered ✓ Closed M stich 474 views 20 comments 0 points Most recent by NotACPA July 2023Investing (Windows)
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  How to configure Treasury Bill to track it correctly in Tax Planner?

  Answered Closed mikek753b 522 views 8 comments 0 points Most recent by mikek753b June 2023Investing (Windows)
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  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)
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  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)
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  Bug Report- Incorrect Tax Planner Marginal Tax Rate Displayed in Tax Summary Screen

  Closed markus1957 359 views 17 comments 1 point Most recent by markus1957 May 2023Errors and Troubleshooting (Windows)
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  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)
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  Tax Planner YTD Daily Average Witholding Negative. What could cause this?

  Closed mrkotter 41 views 2 comments 0 points Most recent by TangledWeb May 2023Budgeting and Planning Tools (Windows)
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  Quicken reports duplicate category name when assigning tax form line items for wages

  Answered ✓ Closed Jonathan 163 views 6 comments 0 points Most recent by Jonathan May 2023Budgeting and Planning Tools (Windows)
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  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)
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  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)
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  How to use Roth 401k in paychecks?

  Closed mikek753b 836 views 6 comments 1 point Most recent by Quicken Kristina May 2023Investing (Windows)
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  Tax Planner - Filing status does not stay on "Married filing jointly"

  Closed michroar 31 views 0 comments 0 points Most recent by michroar May 2023Budgeting and Planning Tools (Windows)
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  PreTax deductions not working in tax planner

  Closed Kent0sc 43 views 1 comment 0 points Most recent by markus1957 April 2023Budgeting and Planning Tools (Windows)
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  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)
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  Managing Annuity Accounts in Quicken

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

  Closed VP9885 103 views 6 comments 0 points Most recent by Quicken Jasmine March 2023Budgeting and Planning Tools (Windows)
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  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)
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  Quicken Premier seems to have an error for Standard Deduction for 2023

  Closed Dale P Kramer 111 views 5 comments 0 points Most recent by unknown January 2023Budgeting and Planning Tools (Windows)
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  New Tax Reports - Schedules E and C, Poorly Organized (Q Mac)

  Closed jimbean2 102 views 1 comment 0 points Most recent by Wendy W January 2023Reports (Mac)