Tax Years That Are Supported By the Tax Planner

Product Version
Windows Subscription
65 people found this helpful

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 2020, so its Tax Planner supports calculations for tax years 2020 and 2019.  If you use that version's Tax Planner in 2020, Quicken displays your current (2020) data, but it will continue to use the tax calculations based on the 2019 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 2019 data in Quicken instead of 2020, click on the link for "year" in the top left and change it to 2019.

Help us improve our support center

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