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1. Quicken Tax Software For Mac Canada
2. Quicken For Mac Reviews

1. Quicken for MAC Deluxe 5.13.3. Why can't Social Security and (401)k be added to Tax Line field for the Tax Forms 1099-R?
2. Quicken for Mac imports data from Quicken for Windows 2010 or newer, Quicken for Mac 2015 or newer, Quicken for Mac 2007, Quicken Essentials for Mac, Banktivity. 30-day money back guarantee: If you’re not satisfied, return this product to Quicken within 30 days of purchase with your dated receipt for a full refund of the purchase price less.

Quicken Tax Software For Mac Canada

Comments

Quicken For Mac Reviews

• QMac includes the tax line assignments that you are looking for.
  For Soc Sec income, you first create a category - one for self and one for spouse if necessary.
  From the Category List, open the category in edit mode.
  Check the box Tax Related.
  The tax line assignment is Form 1040:Social Security income, self (or spouse)
  For the IRA distributions, again, create a category.
  For retirement account distributions (IRA, 401k,annuitiy, etc.) the tax line assignment is 1099-R:Total IRA taxable distrib.

  QWin & QMac (Deluxe) Subscription
  Quicken user since 1991
  
• It is a (401)k, not an IRA. Need to keep it separate from the IRA. No (401)k in the tax line assignment.
• Hello @lou_garfinkle
  Thank you for the response and for providing more details, although I apologize that you haven't received a follow-up response.
  If the tax assignment you are needing is unavailable, you may need to use an 'Unassigned Tax Item.'
  It may be possible to use a tag to separate the transactions.
  I would also recommend going to Help > Report a problem to report this issue.
  Thank you,
  -Quicken Tyka
  

  0

• It is a (401)k, not an IRA. Need to keep it separate from the IRA. No (401)k in the tax line assignment.

  From the standpoint of tax reporting, there are no differences between Traditional IRA's, 401k's, annuities, pensions, etc. These distributions are all reported on the same Form 1099-R and all are taxed at the same rate.
  Bottom line - a single tax line assignment 'fits all'.
  Now perhaps Quicken and Intuit (and other tax software vendors) could get their heads together and modify the description here - use a more generic term like 'Retirement Distribution' instead of 'IRA'.

  QWin & QMac (Deluxe) Subscription
  Quicken user since 1991
  
• @lou_garfinkle
  Just occurred to me - are you having problems getting proper subtotaling of distributions by Payee in the Tax Schedule Report?
  I use Tags for for this purpose - a unique Tag for each source of retirement income. In my case, I have two pension payments, an annuity distribution and an IRA distribution. I have a unique Tag for each payee. This assures proper subtotals for each payee in the tax report.

  QWin & QMac (Deluxe) Subscription
  Quicken user since 1991