Taxes

Discussion List

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  3

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  Add the Transaction Date to the Taxes Report (edited)

  Active tmucsu 16 views 1 comment 3 points Most recent by artschrader April 12Feature Requests
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  2

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  Taxes Report Should Print or Export a Condensed Version (edited)

  Active SRC54 45 views 4 comments 2 points Most recent by SRC54 April 11Feature Requests
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  Keeping track of one category of payments

  Answered ✓ grandmaSB 13 views 1 comment 0 points Most recent by Coach Jon April 1Managing Your Transactions
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  No Dates in Report: Taxes

  Closed rco 13 views 1 comment 0 points Most recent by Coach Jon March 19Using Reports
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  QBP: Option to hide unused categories in the Schedule C, E, F View in Taxes Report (edited)

  Closed cyberstackn 87 views 8 comments 2 points Most recent by cyberstackn March 18Quicken Business & Personal Feature Requests
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  6

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  Break down the Personal Taxes Report by Form > Line Item (edited)

  Active Norm6257 92 views 5 comments 6 points Most recent by Norm6257 March 14Feature Requests
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  3
  Taxes Report Export/Print Display Suggestions (edited)

  Closed Dick_Davis 105 views 11 comments 3 points Most recent by Coach Natalie March 11Feature Requests
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  4
  Personal Taxes Report 'Export to CSV' to allow for proper sorting in the spreadsheet

  Completed Closed Max1223 104 views 10 comments 4 points Most recent by Coach Natalie March 11Feature Requests
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  Add a Tax Line item for HSA contributions [Edited]

  vladinator 12 views 0 comments 1 point Most recent by vladinator January 31Feature Requests
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  Transfer to a retirement account to a FSA/HSA, allow to mark as pre-tax for reports?

  Answered ✓ Closed TiggerTrainer 32 views 1 comment 0 points Most recent by SRC54 January 13Categories and Tags
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  Tax Change for Tax Year 2026 Regarding Charitable Deductions

  Closed SRC54 21 views 0 comments 2 points Most recent by SRC54 January 7The Water Cooler
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  Tax Planner for Quicken Business & Personal: Share your feedback here!

  Closed Coach Natalie 279 views 15 comments 0 points Most recent by Coach Natalie December 2025Feedback
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  IRA Distributions and Qualified Distributions to Save Income Tax

  Closed SRC54 32 views 1 comment 2 points Most recent by SRC54 December 2025The Water Cooler
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  2

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  Add an Income Tax Calculator to Planning Tools (edited)

  Active SRC54 21 views 0 comments 2 points Most recent by SRC54 December 2025Feature Requests
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  4

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  Add Student Loan and Tuition Tax Line Items: Forms 1098 (edited)

  Active Max1223 51 views 5 comments 4 points Most recent by bethimusprime November 2025Feature Requests
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  1

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  Add Tax Form 4684

  Active gpolkga 1 view 0 comments 1 point Most recent by gpolkga November 2025Feature Requests
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  4

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  Add a Mileage Tracker for Basic (non-QBP) Users (edited)

  Active TiggerTrainer 31 views 4 comments 4 points Most recent by Dick_Davis October 2025Feature Requests
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  New Feature Alert: Tax Planner for Quicken Business & Personal!

  Closed Coach Natalie 253 views 1 comment 0 points Most recent by Coach Natalie October 2025Updates From the Product Team
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  QBP: Estimated Quarterly Tax Calculator (edited)

  Completed Closed cyberstackn 82 views 6 comments 2 points Most recent by Coach Natalie October 2025Feature Requests
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  Mileage and rent for schedule C

  Answered ✓ Closed TK_25 41 views 3 comments 0 points Most recent by Coach Natalie October 2025Business Reports
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  Add a 'Tax Related' Filter Option (edited)

  Active gpolkga 22 views 3 comments 3 points Most recent by gpolkga September 2025Feature Requests
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  Merged: Add a 'Tax Related' Filter (edited)

  Closed gpolkga 11 views 0 comments 2 points Most recent by SRC54 August 2025Feature Requests
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  Merged: Include way to split taxes as part of transaction split

  Closed Clizby 11 views 0 comments 2 points Most recent by SRC54 July 2025Feature Requests
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  Merged: Taxable item is not showing up on Tax report

  Closed wck_austin 41 views 0 comments 0 points Most recent by wck_austin July 2025Using Reports
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  Is it possible to set up tracking for prior years for tax purposes? (edited)

  Closed Gritz_928 23 views 2 comments 0 points Most recent by UrsulaA July 2025Getting Started
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  How to treat Unreimbursed Partnership Expenses

  Answered ✓ Closed azevin 26 views 1 comment 0 points Most recent by Coach Kristina June 2025Categories and Tags
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  Tracking Sales Tax on Personal Transactions - Is it worth it?

  Closed Flopbot 234 views 18 comments 0 points Most recent by DannyB June 2025The Water Cooler
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  Coming over from Quicken Classic ( Mac) starter and I’m not sure this will work?

  Closed Sk8terboy 21 views 1 comment 0 points Most recent by SRC54 May 2025Getting Started
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  Why are Schedule D transactions not included in Personal tax report?

  Answered ✓ Closed DryHeat 23 views 2 comments 0 points Most recent by DryHeat March 2025Troubleshooting