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Re: Rental property tracking and tax planning
For tax planning, my rating would be Weak. The issue is that Quicken has no built-in system for handling depreciation - and depreciation has a major incremental impact on taxes. Depreciation is not a…1 -
Re: Tax Refund/Payment
You have it figured out. Yes, create subcategories for Tax Paid and for Tax Refund. Yes, leave the tax line assignments blank. These items will not display in the Tax Summary and Tax Schedule report…2 -
Re: How much investment data will I lose when converting from Quicken Mac to Quicken Windows?
ALL IS LOST - nothing converts - not even the investment account name(s) convert. You get an error message for each investment account and that is all.1 -
Re: IRA distribution
Yes, this does date from many years ago. I retired 20 years ago and started taking distributions. At that time, retirement accounts were simply set up as tax deferred brokerage accounts. IRA & 4…2 -
Re: QM Report in PDF format?
Generate the report in QMac. Click the Print icon at the top of the report. In the Print pop-up dialog, look in the lower-left corner. Open the drop-down list under PDF. You have several options in t…1
