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How do I change the category associated with a tax form line item?

This window displays the individual Quicken categories that are assigned to the tax form (or schedule) and tax form line item you selected in the Tax Planner Details window.

To change the tax form line item assigned to one of these categories:

  1. Click Change next to a category.
    • What happens next?
  2. In the Tax line item list, scroll until you find the tax form line item that should be assigned to this category. If you don't see the one you want, click Extended List to see more choices.
  3. Select the tax form line item you want to use.
  4. Click OK.
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