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Re: confusing CC balances
Also make sure you have the right starting balance. If it's zero you might need to add a beginning balance for when you started the account in Quicken. The credit card balance you OWE should be …1 -
Re: How Do I Control the Size of My Data.qdf File
With newer computers now you don't need to breakup or archive your data. You should keep all your data in one file. Most of us have never done that even in the past. Just make frequent backups.1 -
Re: Planner - how it handles taxing of Social Security Benefits
Nope, most of us here are retired so over 65. And it's not 50% but up to 85%! Up to 85% of Social Security becomes taxable when all your other income plus 1/2 your social security, reaches: Marr…2 -
Re: Planner - how it handles taxing of Social Security Benefits
They are the same. The 1040SR is just bigger type and is on 3 pages. 1040 https://www.irs.gov/pub/irs-pdf/f1040.pdf 1040SR https://www.irs.gov/pub/irs-pdf/f1040s.pdf They use the same Instructions ht…2 -
Re: Planner - how it handles taxing of Social Security Benefits
And you can use whichever one you want. If you are using the Turbo Tax Desktop program you can select which one to print. Turbo Tax online automatically gives you the 1040SR if you are 65 or older.1
