Quicken Windows Help

How do I enter exemptions?

To enter exemptions

  1. In the Self and Spouse field, view the number of exemptions Quicken believes you have so far.

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      This value is set on the Tax Planner Options page. If the value isn't correct, click Status in the top-left corner of the Tax Planner, and select the appropriate value in the Filing Status list. All options give you 1 exemption, except for Married Filing Jointly, which gives you 2.

  2. In the Dependents field, enter the number of dependents.

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      This number, in addition to the standard exemption for you and/or your spouse, determines your total exemptions.

      You automatically receive an exemption of $3,400 for each exemption you claim. However, the exemption is phased out once your adjusted gross income goes above a certain level.

      For this filing status

      The level begins at

      Married filing joint/qualifying widow(er)

      $234,600

      Single

      $156,400

      Head of household

      $195,500

      Married filing separately

      $117,300