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How do I update my tax information in the Tax Planner?


  1. Run a Tax Schedule report.
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  2. Print the Tax Schedule report. (Optional)
  3. Compare the report data to the information in the Tax Planner. You can do one of the following:
    • Click Next and Previous to page through the Tax Planner.
    • Select each item (such as Interest/Dividend Inc, Deductions, and Tax Payments) from the list on the left, and review the information in each of these pages.
  4. If you want to find out where the Tax Planner obtained its information (for example, from TurboTax, from Quicken data, or from data you entered), display the Tax Planner details.
  5. To edit the data in the details section, click User Entered, and enter your new information.
    • How does Quicken use the data I enter?
  6. Depending on how much of your financial information you track in Quicken, you may need to add information manually using your paper records (such as paychecks and bank statements).
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Notes

  • You should thoroughly review all your information in the Tax Planner after you've imported the previous year's data from TurboTax and have a month's worth of tax-related transactions for the current year (for example, after you've entered a few paycheck transactions)
  • The Tax Planner doesn't support the use of foreign currencies.

This feature is not available in Canada.

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