Most Common Problems

• Creating and transferring the Tax Schedule report data to a tax program
• Capital gains report figures appear incorrect
• Information missing from tax schedule report
• Tracking Individual Retirement Arrangement (IRA) contributions
• Creating categories for multiple copies of the same tax form
• Setting up data files and creating reports to track Form 1099-MISC information
• Tracking paycheck earnings, taxes, deductions, or deposits
• Employee Stock Option Grant (ESOG) for spouse shows for self in Tax Summary
• Tracking contributions and income to tax deferred savings/investment accounts.
• Transferring allowable income and expenses from Quicken to Turbo Tax
• How to get instant help for any Quicken screen
• Tax withheld too high in Quicken Tax Planner
• Assigning tax line items to a 401(k) account was converted from a MS Money file
• Schedule D looks wrong after importing data into tax program
• Information not importing into tax program
• Assigning a category to a tax schedule line item

Tax Planner/Tax Profile

• Tax years that are supported by the Tax Planner
• Tax-deferred income is included with taxable income in the Tax Center
• The tax withheld in the Tax Planner is too high
• Tax Planner limits on Schedule E losses
• Employee Stock Option Grant (ESOG) for spouse shows for self in Tax Summary
• "This feature is not supported in this version of Quicken."
• Filing Status is lost after clicking the Reset button in the Tax Planner
• Transferring allowable income and expenses from Quicken to Turbo Tax
• Quicken Tax Planner
• "Items dated 01/01/00 to to xx/xx/00 [today s date]
• New transactions entered do not update 1999 Tax Planner amounts
• Quicken Tax Profile data questions and answers
• Quicken Tax Planner capabilities
• Tax Planner "What If" scenarios questions and answers
• Tax Planner questions and answers
• Quicken Tax Profile usage questions and answers
• Annualized amounts in the Tax Summary for 1999 are larger than expected
• Amounts entered in Projected Values of 1999 Tax Planner do not calculate
• "No items found to import. You many need to set up tax schedules..."
• Annualized Amounts in 1999 Tax Planner are incorrect
• Using the Tax Planner to estimate 1999 taxes
• Tax Profile does not save amounts entered through the calculator
• Tax Planner display problems: no scroll bar, windows appears cut off
• Print My Tax Summary link in the Activities area of the Tax Center
• Form 2106: Meals and Entertainment Expenses is not save in Tax Planner

TurboTax

• Message: "Quicken can provide automatic, year-round tax planning, helping you make more informed financial decisions. Would you like to import . . ."
• Setting up paychecks to be exported into TurboTax
• Schedule D appears incorrectly after importing data into tax program
• Tracking depreciation in Quicken and then transferring it to TurboTax
• Employee Stock Option Grant (ESOG) for spouse shows for self in Tax Summary
• Creating categories for multiple copies of the same tax forms
• Transferring allowable income and expenses from Quicken to Turbo Tax
• Importing a TurboTax file into Quicken
• Importing TurboTax data into Quicken 2000
• Quicken shortcut on the desktop not working after installing TurboTax 98
• Information not importing into tax program
• Assigning a category to a tax schedule line item