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Re: Tax Planner vs TurboTax - Divs & Cap Gains - vs 1099 & Tax Due
When provided with accurate information, Tax Planner is an accurate forward looking tax estimator and at year end can provide an accurate estimate of tax obligation. As an import source for filing a …2 -
Re: Can Anyone Explain This? Is This A Dashboard Math Error?
Bottom line answer to all questions is that certain categories for reasons unknown are not being included in some Cards and Tab views that purport to show the same information. It's not math errors b…1 -
Workaround to Overwrite Old TurboTax Import Values in Tax Planner
This has been asked a few times over the years. Not an ideal solution but the best I could come up with. This worked for TT 2021, not sure if it will work with older versions. I loaded TT 2021, compl…1 -
Re: How to fix Tax Planner? It sets own random numbers ...
@Jim_Harman After updating to R54.9 I noticed some of the wonkiness discussed in this thread. I used your 7-step guide but still could not get it straightened out. So, I resorted to also clicking thr…1 -
Re: 2024 Tax Planner using 2023 Interest data
The Tax Planner is designed to use the previous year's data plus an inflation factor as the projected amount until such time as there are actual transactions or scheduled reminders for the current ye…1