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About using the Tax Planner to estimate taxes

The Quicken Tax Planner is your tax management control center. You can import data from tax software, change your marital status, enter annualized values for certain types of income or expenses, and estimate the amount you owe or the size of your refund.

After you categorize your transactions, you can use the Tax Planner to import data from tax preparation software, enter data that may not be reflected in Quicken transactions (such as marital status or annualized values for certain types of income or expenses), and estimate the amount of taxes you may owe or the size of the refund you may receive.

Notes

Occasionally the IRS changes the information required on IRS tax forms and schedules. Most changes to IRS tax forms occur in January and often affect only specialized forms that most people don't need to file. When this happens, Quicken provides an updated list of tax form assignments (the TAX.SCD file).

If the IRS makes any changes to the forms you file; however, you need to obtain a new copy of the TAX.SCD file. You can get a current copy of this file in new releases or updates of Quicken.

What can I do?

Frequently asked questions

  • Where does the data in the Tax Planner come from?
  • What currency does the Tax Planner support?
  • What is the basis for the data in the Tax Planner?

This feature is not available in Canada.


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