From: CarlS on 24 Jan 2010 14:05 CarlS had written this in response to http://www.rockryno.com/quicken/Re-Paycheck-and-pre-tax-deductions-20860-.htm : Thanks John. Assigning the deduction to W-2:Wages self worked. I have some other issues now, so I think I'm going to give up on the tax planner. I've had issues with it for years. I even started fresh with a new Quicken file last year to clear up some corrupt entries, and it still has issues. ------------------------------------- John Pollard wrote: > Oilcan wrote: >> For those of thus that don't know what Box 12E means, it refers to >> "Elective deferrals under a section 403(b) salary reduction >> arrangement". As for how to enter this in Quicken I don't >> know. > I think you'd want the deduction to be assigned the same Tax Line Item > as > the Gross ... to reduce the amount of the Gross. > If one deduction is being treated correctly, but the other not; make > the > incorrect deduction look like the correct one. > If these deductions are transfers to a tax-deferred account, I think > it's > likely that the Tax Line Item is assigned to the transfers into the > tax-deferred account (which are categories). You can see which > transfer > categories have Tax Line Items assigned by looking in the Category List > - > transfer categories are at the end of the list. > To assign a tax line item to a transfer category; see the "Set tax > attributes" choice in the "Options" button on the > Account Attributes pane > on the Overview tab of the tax-deferred account. ##-----------------------------------------------## Newsgroup Access Courtesy http://www.rockryno.com/ Tax and Accounting Software Forums Web and RSS access to your favorite newsgroup - alt.comp.software.financial.quicken - 20302 messages and counting! ##-----------------------------------------------## |