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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 -
Re: How to fix Tax Planner? It sets own random numbers ...
FWIW, your second issue is by design. Until there are actual or scheduled transactions for the current year, Quicken defaults to using last year's value plus inflation for the projected amount. Your …1 -
Re: Does Tax planner deduct 401k and other before tax to calculate remaining tax?
Correcting a corrupted 401k account link to the Tax Impact account can be frustrating. See the attached 2 threads for suggestions and background. As I recall after setting up the new 401k and getting…1 -
Re: Tax Planner doesn't use "next instance" value in scheduled transactions
I'm sure you know the work around but for others who maybe don't, enter the reminder (leaving the date as scheduled) and change the amount in the pop-up window or the account register transaction. En…1 -
Re: Another choice needed for a security's Cost Basis
Mutual Funds can be assigned average cost basis in Quicken. If your security is a mutual fund, the feature is available now. The use of average cost for other securities is limited by IRS rules and n…3