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How do I track estimated tax credits?

  1. Click the Planning tab.
  2. Click the Tax Center button.
  3. Click Show Tax Planner.
  4. In the list in the left, click Other Taxes, Credits.
  5. In the Alternative Minimum Tax area, in the Credits field, enter your estimated tax credits.
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Notes

The Tax Planner cannot track tax credits; for example, it doesn't automatically calculate child-care tax credits for you. If you expect to be eligible for a certain tax credit or credits (such as tax credits for child-care expenses), enter the information manually in the Tax Planner.


This feature is not available in Canada.


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