When you first view your data in the Tax Planner, you may be surprised to find some of the fields already filled in. This is because Quicken can track data it knows is tax related, no matter where that data is entered. The amounts you see in the Tax Planner can come from any of the following data sources, listed in order of priority (figures higher on the list override those lower on the list):
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- Quicken displays information culled from your Quicken data (such as transactions categorized as Salary) or from TurboTax data (if you imported it into Quicken) in the Tax Planner. Quicken projects this data for the current tax year.
- You can change any of the information displayed in the Tax Planner at any time. Your changes take precedence; that is, Quicken considers your changes to be the most up-to-date. You can also change back to Quicken data or TurboTax data if you need to.
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| title | Note for our Canadian Customers |
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The following terms will be different in the Canadian releases of Quicken.
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This feature is not available in Canada.