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- User-entered data (figures that you added or edited)
- Current-year Quicken source data, such as transactions you entered, scheduled transactions, or year-to-date data annualized where applicable
- Any prior-year TurboTax data you imported into Quicken, adjusted for inflation where applicable
- Prior-year Quicken source data, adjusted for inflation where applicable
You may also find that some amounts displayed reflect a combination of prior- and current-year amounts. For example, Schedule E rent and royalty information imported from your tax software appears under the Rental Income category in Quicken. If you import such a TurboTax file and have current-year royalty income, you may see both the prior-year amount and the current royalty income as adjusted or combined income in the Tax Planner.
When you're viewing the properties of a field in the Tax Planner, you may see the data source for a projected value identified as User Entered when the only sources of information are TurboTax and Quicken. You may also note that this amount isn't the sum of the projected TurboTax and Quicken amounts displayed. This may occur for the following items:
- Your wages and salary
- Other adjustments to income
- Real estate and other tax
- Mortgage and other deductible interest
- Charitable contributions
Each item listed above is a combination of two or more tax categories. Each component category can include both a TurboTax value and a Quicken source value and is independently subject to amortization or adjustment for inflation. The amount you see as the User Entered value is the sum of the highest-ranking value within each component category.
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