Tax Years That Are Supported By the Tax Planner

Product Version
Windows Subscription
Windows 2017
65 people found this helpful

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 2018 was released in 2017, so its Tax Planner supports calculations for tax years 2017 and 2018.  If you use that version's Tax Planner in 2018, Quicken displays your current (2018) data, but it will continue to use the tax calculations based on the 2017 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 2017 data in Quicken instead of 2018, click on the link for "year" in the top left and change it to 2017.

Help us improve our support center
Still can't find what you're looking for? Contact Support
Ask our community for help and to learn more about Quicken

Still can't find what you're looking for? Try these:

Contact Support

Free expert help from our Quicken
Customer Support team.

Talk to Support

Get help from expert users — the best
place for your tough questions.

Ask Our Community
Premium Support

Get priority access to our expert Quicken agents.
Skip the line and enjoy shorter wait times.

Learn More
Contact Support
Find what you need right now. Or talk to our support team for expert help.
Chat with us Wait time: Estimating...
Call us (650) 250-1900 Wait time: Estimating...
Ask the community