Discussion List

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  Why are Schedule D transactions not included in Personal tax report?

  Answered ✓ DryHeat 17 views 2 comments 0 points Most recent by DryHeat March 29Troubleshooting
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  Add the SSA-1099 to the list of tax forms

  Active Augie&Me 58 views 13 comments 1 point Most recent by DryHeat March 25Feature Requests
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  Break down the Personal Taxes Report by Form > Line Item (edited)

  Active Norm6257 28 views 1 comment 4 points Most recent by Coach Kristina March 22Feature Requests
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  Tax Line: Form 4562 is missing

  Norm6257 7 views 1 comment 0 points Most recent by Coach Kristina March 22Categories and Tags
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  Taxes Report is missing data for certain date ranges (edited)

  fcb 783 views 116 comments 0 points Most recent by Coach Jon March 21Troubleshooting
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  Add Student Loan and Tuition Tax Line Items: Forms 1098 (edited)

  Active Max1223 37 views 4 comments 1 point Most recent by Max1223 March 14Feature Requests
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  Liabilities > SalesTax Payable - Status Pending

  danielwhite8425 17 views 3 comments 0 points Most recent by Coach Natalie March 11General Troubleshooting
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  QBP: Estimated Quarterly Tax Calculator (edited)

  Active cyberstackn 47 views 5 comments 2 points Most recent by cyberstackn March 4Feature Requests
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  3

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  Personal Taxes Report 'Export to CSV' to allow for proper sorting in the spreadsheet

  Active Max1223 76 views 8 comments 3 points Most recent by Coach Jon February 26Feature Requests
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  Merged: Estimated Quarterly Taxes

  Closed cyberstackn 11 views 0 comments 1 point Most recent by cyberstackn February 23Feature Requests
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  Add Medical Tax Line Items (edited)

  Active explorer2024 11 views 2 comments 3 points Most recent by DryHeat February 22Feature Requests
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  Form 8863 (Education Credits)

  Closed MichaBaker 12 views 1 comment 0 points Most recent by Coach Jon February 18Troubleshooting
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  Tax Report - Brokerage account transactions excluded

  Closed rayhooker 44 views 6 comments 0 points Most recent by Coach Natalie February 18Using Reports
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  Tax Forms [hover] descriptions are a nice feature

  Closed Max1223 13 views 1 comment 2 points Most recent by Coach Natalie February 13Feedback
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  Thanks for the TAX report

  Closed RobWilk 54 views 3 comments 3 points Most recent by DannyB February 6Feedback
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  Merged: New Tax Reporting feature not quite working

  Closed Max1223 1 view 0 comments 0 points Started by Max1223 February 5 Feedback
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  New Feature Alert: Tax Line Items & Taxes Report!

  Closed Coach Natalie 21.2K views 0 comments 10 points Started by Coach Natalie February 4 Updates From the Product Team
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  Tax Line Items: Missing an assignment location for self-employed health insurance (edited)

  Active fcb 44 views 6 comments 1 point Most recent by fcb February 3Feature Requests
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  Taxes: Missing SSA-1099

  Closed RobWilk 36 views 4 comments 0 points Most recent by SRC54 February 1Troubleshooting
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  Generate personal tax forms in Business & Personal (edited)

  Closed tdpmd 25 views 1 comment 1 point Most recent by Coach Natalie January 29Business Reports
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  Generate Form 8829 in Taxes Report (edited)

  Closed tdpmd 12 views 1 comment 1 point Most recent by Coach Natalie January 29Business Reports
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  Tax Line Items

  Answered ✓ Closed RobWilk 13 views 1 comment 0 points Most recent by Coach Natalie January 28Feedback
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  Tax refund should not be included in spending report

  Closed Marcin 91 views 7 comments 1 point Most recent by Marcin April 2024Report a Bug
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  Reports for Taxes (edited)

  Closed Benny Banken 259 views 3 comments 0 points Most recent by Coach Jon March 2024Using Reports
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  What is best practice for categorizing tax refunds?

  Closed DannyB 261 views 5 comments 0 points Most recent by DannyB March 2024How do you Quicken Simplifi?
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  Simplifi came in Handy when doing Taxes tonight

  Closed RobWilk 64 views 1 comment 8 points Most recent by ajbopp February 2024Share your Success!