Most Common Problems

• Creating categories for multiple copies of the same tax form
• 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
• Schedule D looks wrong after importing data into tax program
• Setting Quicken to work with fiscal rather than calendar year.
• Tax line items not being saved when using Paycheck Wizard.
• Information not importing into tax program
• Assigning a category to a tax schedule line item

Tax Planner/Tax Profile

• The tax withheld in the Tax Planner is too high
• Creating and transferring the tax schedule report data to a tax program for Quicken 98 & 99
• "This feature is not supported in this version of Quicken."
• Transferring allowable income and expenses from Quicken to Turbo Tax

TurboTax

• Schedule D appears incorrectly after importing data into tax program
• Creating categories for multiple copies of the same tax forms
• Transferring allowable income and expenses from Quicken to Turbo Tax
• 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