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 year that the Quicken version was released plus the following year.

For example, Quicken 2015 was released in 2014, so its Tax Planner supports calculations for tax years 2014 and 2015.  If you use that version's Tax Planner in 2015, Quicken displays your current (2015) data, but it will continue to use the tax calculations based on the 2012 IRS tax tables.

Keep in mind that Quicken's Tax Planner is not intended as a tax-calculation tool (that function is handled by TurboTax); 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 2011 data in Quicken instead of 2012, click on the link for "year" in the top left and change it to 2011.

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.