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1. In Quicken, choose Window menu > Categories. The Categories window is displayed.
   
2. Click the Edit icon.
3. Select the category to which you want to assign a Tax Line item.
4. Select the Tax related checkbox. A list of all tax schedules and forms is displayed below.
5. Select the desired item to view the detailed description.
6. Select the Tax Form/Schedule and Tax Line you want to assign to the category.
7. Click Save. Quicken uses this information to create a Tax Schedule report and for export to TurboTax or any other tax software.

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