-
Re: Does Tax Planner have issues picking up last years inc/exp to produce expected Inc Tax results?
Correct! Thank you! Fixed that and it moved hers in with mine. But still not showing IRA distributions as taxable income, but as transfers. See attached.1 -
Re: Does Tax Planner have issues picking up last years inc/exp to produce expected Inc Tax results?
OK. Got it all straightened out. Also followed instructions in "FAQ: Best way to handle distributions from IRA".2 -
Re: Quicken Win 2020 - Tax line items assigned to some categories not showing in Tax Planner
I have submitted a problem ticket on my issue, and referenced my forum post for details and attachments, so they should see this k-1 issue as well. Now let's see if they fix it.2