Creating a Tax Schedule Report in Quicken for Mac

Product Version
Mac

Overview

The Tax Schedule report lists all the Quicken transactions associated with tax-related categories. The report helps you get the exact figures you need to fill in your federal 1040 tax form. You can export this report to TurboTax or any tax software.

To get the Tax Schedule report

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

Creating a Tax Schedule Report in Quicken for Mac

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

Creating a Tax Schedule Report in Quicken for Mac

  • 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.

Creating a Tax Schedule Report in Quicken for Mac

  • 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.

Creating a Tax Schedule Report in Quicken for Mac

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

Creating a Tax Schedule Report in Quicken for Mac

To export the Tax Schedule report

  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.

Please note, in order for Quicken to accurately maintain tax reports, you will need to assign tax line items to your Quicken categories. For more information, see Assigning tax line items to categories in Quicken for Mac

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