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Re: Tax Planner - Compute taxable Social Security income
https://community.quicken.com/discussion/comment/20474399#Comment_20474399 I agree with @Jim_Harman that it would cause issues for the Tax Reports. I don't import tax data from Quicken into tax …1 -
Re: Tax Planner - Compute taxable Social Security income
https://community.quicken.com/discussion/comment/20480336#Comment_20480336 I, too, find the Tax Planner to be an incredibly helpful tax planning tool. Generally, since starting to use it in 2010, it …3 -
Re: Quicken Classic for Win - OL-295-A Errors at Vanguard
https://community.quicken.com/discussion/comment/20480088#Comment_20480088 Do your account holdings and cash balance match what Vangaurd says you have? I ask because whatever was downloaded while you…1 -
Re: Quicken Classic for Win - OL-295-A Errors at Vanguard
https://community.quicken.com/discussion/comment/20480009#Comment_20480009 I think others have said you need deactivate your Vanguard account(s) and then do Add Account selecting direct connect as th…2 -
Re: IRA Transfers and Dividends Qualified vs. Unqualified
Here are two contribution transactions I entered into a in a test file…one for 2025 and one for 2024. Note where the contribution year appears in the transactions lines.: Here are how these 2025 cont…1
