Creating a Tax Schedule Report in Quicken for Mac

From the Reports tab menu, select the Tax Schedule report.

• To view the Form 1040 report, choose Tax Schedule/Form from the Summarize by list.

• Select the desired view from the Update view to show me list. You can also click the Show Memo/Notes checkbox if you want to include the notes you added to your investment transactions.

• If you want to customize the report for a specific date range, a specific account, categories, or tags, click the Customize button at the upper right of the report view and select the desired options.

• If you need to change the year, you can do this in the Customize Report screen with the Date range dropdown. 

1. After you see the Tax Schedule report by following the steps mentioned above, click the Export TXF... button at the top of the Tax Schedule report view.
2. The Export Options window appears. Select the applicable tax year from the drop-down list and click Next.
3. In the Save As field, provide an appropriate file name and select the location to save the report.
4. Click Save to save the 1040 form in .txf format.