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Re: Quicken Please Update Quicken Product to Handle Restricted Stock Units....Please Please Please!!!
For the RSUs I have, the cost basis is the stock price at the grant date, not the vesting date. Also, taxes are due at the time of the grant for income based on the value of the options at the grant …1 -
Re: Quicken Please Update Quicken Product to Handle Restricted Stock Units....Please Please Please!!!
In my experience, RSUs produce taxable income when they are exercised (sold). Vesting (so that they are eligible to be sold by you) is not a taxable event. You can enter option grants in an investmen…1 -
Re: Tax Planner is no longer saving changed items
Running File | File Operations | Validate clears that up for me, for a while (say, 2 weeks). I've been living with this problem for years, and I've reported it to Quicken a number of times.1 -
Re: Projected Tax Report not working properly
Running a file validate sometimes fixes this problem for a couple weeks (at least, for me). Also, it can help make corrections "stick" once I've corrected the settings in Tax Planner - for …1 -
Re: Projected Tax Report not working properly
Q changing the selection for projecting future tax categories, not retaining the user selection to use scheduled transactions - this has been a problem literally for years. I have reported it several…1