Generate personal tax forms in Business & Personal (edited)
It seems that it's possible to associate Personal categories with Form 1040 and Schedule A (itemized deductions), but it isn't possible to generate personal tax forms. After going through the trouble of categorizing/identifying my deductible transactions, it'd be nice to generate the relevant forms.
Comments
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@tdpmd, thanks for posting your suggestion to the Community!
I do see that Quicken Simplifi Business & Personal only allows Business Categories and Accounts to be included in the Taxes Report, however, we are adding a Taxes Report for Early Access Personal users sometime this week. I'm guessing that this change will also impact Quicken Simplifi Business & Personal, so I went ahead and moved this out of Feature Requests for now so we can wait and confirm.
With that, please be sure to follow along here for updates on the Personal Taxes Report, and then let us know if you're still not seeing this ability in QBP:
Let us know how things end up working for you!
-Coach Natalie
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