If you're not certain about a figure in a Tax Planner field, you can view the details of that field, which means you can see the transactions Quicken used to arrive at the amount in question. Viewing the details of a Tax Planner field tells you not only where the data came from but also what type of data it is—in other words, whether it's Quicken data (such as a transaction you've entered or scheduled), TurboTax data, or data you entered. You can also edit it if necessary.
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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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This feature is not available in Canada.