Skip to main content
Level 3
December 7, 2019
Solved

TAX PLANNER 2018

  • December 7, 2019
  • 1 reply
  • 14 views

Why cant we create tax plans for new 2018 clients with pro-connects tax plan!? Anybody have any suggestions on how to accomplish this? 

This topic has been closed for replies.
Best answer by itonewbie

There is no tax planner for 2019.  Tax planner for 2018 is only available for 2017 returns.

If you need to plan for 2019, your could consider using the Federal Estimated Tax Worksheet, which is found under Payments, Penalties & Extensions > 2019 Estimated Tax (1040-ES).

1 reply

itonewbie
itonewbieAnswer
Level 15
December 7, 2019

There is no tax planner for 2019.  Tax planner for 2018 is only available for 2017 returns.

If you need to plan for 2019, your could consider using the Federal Estimated Tax Worksheet, which is found under Payments, Penalties & Extensions > 2019 Estimated Tax (1040-ES).

---------------------------------------------------------------------------------Still an AllStar
D2018Author
Level 3
December 7, 2019
Thank you. That with some other things works well. I guess i was just expecting the advertised "tax planner" to actually be currently useful.