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Scooterlam ✭✭✭✭✭
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- Scooterlam
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Re: About entering annual amounts for social security and pensions in Lifetime Planner
I would use gross amounts. * Federal / State tax expense on SS and pension benefits are accounted for and set by use of the "tax rate" assumption in LTP. * Other "withholds" can b… (View Post)1 -
Re: Its now January 2021 and my data is no longer showing in Tax Planner for 2020
Good question! Looking back at Quicken's revision history, tax rate updates for the new year have occurred in Dec, Jan and even as late as May....this is what I can see from the revision history - re… (View Post)2 -
Re: How do I create a new budget from an existing budget?
@JimJ The "2020 Budget" is your name. You might have edited it at some point. Looks like you are in 2021 despite the name or label in the left drop-down. Have a look at how to change the na… (View Post)1 -
Re: I think there is a problem with the new Foreign Bank Accounts (FBAR) report
Is there a new staged release beyond R30.10 that includes this new report? I'm not seeing this report in R30.10. Nonetheless, its been 6-7 years since I filed FBAR (FinCEN 114) and form 8938. They ha… (View Post)1 -
Re: In the Lifetime Planner Tool, what is the tax deferred savings 403(b) employee contribution limit?
@Boatnmaniac The link reference you made was to a LTP idea pertaining to updating RMD ages due to the Secure Act. Perhaps the link below is more appropriate to reference. This contribution limit issu… (View Post)1
