Tax Years That Are Supported By the Tax Planner

Because the U.S. tax code changes constantly, the Quicken Tax Planner supports two years of tax calculations: the current year and the year prior.

For example, the Subscription Release of Quicken is currently in 2021, so its Tax Planner supports calculations for tax years 2021 and 2020. If you use that version's Tax Planner in 2021, Quicken displays your current (2021) data, but it will continue to use the tax calculations based on the 2020 IRS tax tables.

Keep in mind that Quicken's Tax Planner is not intended as a tax-calculation tool; instead, the purpose of the Planner is to give you a "snapshot" of your tax situation throughout the year.

Using the previous example, if you wanted to view your 2020 data in Quicken instead of 2021, click on the link for "year" in the top left and change it to 2020.