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Re: Tax Planner - Compute taxable Social Security income
The Tax Planner is so tedious, awkward and flawed, why does it have any user at all ?? Despite its flaws, I find the Tax Planner very useful. Quicken has actually made some improvements in the past y…1 -
Re: Tax Planner - Compute taxable Social Security income
I agree with @Boatnmaniac. I could make a spreadsheet to track my dividends, capital gains, etc. throughout the year, but the Tax Planner if properly set up, does a good job of predicting what my ref…1 -
Re: Is there a way to change asset class information for stocks in bulk and not just one at a time
No, you must do it one security at a time. You can stop Quicken from downloading its version of the asset classes by going to the Security detail view and clicking on Edit Details. Un-check the Downl…1 -
Re: Quicken Classic for Win - OL-295-A Errors at Vanguard
@mtn_living and others with issues related to the Return (%) YTD column in the Portfolio views: That data has nothing to do with the recent Vanguard connection issues, it is downloaded from Quicken&#…2 -
Re: IRA Transfers and Dividends Qualified vs. Unqualified
The contribution year is used in the Tax Schedule Report and perhaps other Tax reports. However it is used incorrectly in the Tax Planner and Taxable Income YTD. See this discussion https://community…1
