Quicken Tax Planner Problem

Two thoughts come to mind:

I searched high and low for a way to associate pretax contributions from the paycheck form, but came up empty. And, I didn't see the details you wrote about in tax planner. From what I could see there's just one line for Salary and Wages. Could be this is just a version difference or I'm looking in the wrong place. But with your encouragement, I was able to figure out this problem that's been bothering me for over 10 years.

I went to the account where my 403B contributions were being transferred and unchecked the tax exempt box. Then I set "transfers in" to "W2 Salary or Wages." After making these changes, the tax planner now shows my wages and salary amount adjusted down for 403B contributions. This has changed the tax planner into a really useful tool. Thanks for the help.

Don

Glad you got it working ... very little due to my post, I think.

Just to clarify:

I was (incorrectly) thinking of assigning the _401xxx categories to the "W2 Salary or Wages" Tax Form line. You got it right, by changing the "transfers in" to that Tax Form line.

And in the Tax Planner, at the bottom of the screen for most of the summary amounts, is a section where you can elect to "Show Details" (or "Hide Details"). When you select one of the lines at the top of the screen, say "Wages and Salary, Self", then click "Show Details" at the bottom of the screen, you can see the actual and scheduled transactions that the planner is using for that summary amount at the top of the screen.