Summary of tax payment tasks

Quicken includes several tools to help you prepare for tax time, from estimating quarterly payments to exporting your data for use with tax software. This page provides a brief overview of available tax-related features so you can choose the topic that matches your needs. Each section includes a link to the full instructions.

Save and print your tax estimate

You can save or print a copy of your projected tax liability based on the Tax Planner’s results. This is helpful for recordkeeping or for reviewing your estimate with a tax advisor. You can print directly or save the estimate as a file.
See How do I save and print my tax estimate from the Tax Planner? for more information.

Export tax data to TurboTax Online

Quicken supports exporting your tax data in a format that can be imported into TurboTax Online. The export includes transactions that are assigned to tax-related categories and tax lines. Once saved, the file can be uploaded during the TurboTax import process.
See How do I export tax data to TurboTax Online? for more information.

Export tax data to a desktop tax program

If you're using tax software on your computer, you can export your tax data from Quicken as a TAX file. This export includes tax-related transactions from all accounts you choose to include. The file can then be imported into your desktop tax application.
See How do I export tax data to a tax program? for more information.

Estimate quarterly taxes

Use the Tax Planner to calculate your projected quarterly tax payments based on your current income, deductions, and withholding. You can enter expected values manually or have Quicken use data from your existing transactions. This helps you stay on track with estimated payments.
See How do I estimate quarterly taxes? for more information.

Record gains from the sale of a home

You can use Quicken to track gains or losses from selling your home by recording the sale and related costs as transactions. Assign appropriate categories and tax lines so the information is included in your tax reports. This helps with calculating whether any portion of the gain may be taxable.
See Taxes on gains from the sale of a home for more information.

Track federal and state tax payments

To keep accurate tax records, enter your tax payments as transactions and assign them to the appropriate tax-related category. This allows Quicken to include them in reports and exports. Tracking payments helps you stay organized throughout the year.
See How do I track tax payments? for more information.