No. of Recommendations: 0
We use Quicken to track every income and expense item, and all of our investments. Rather than let TurboTax get the data directly from Quicken, I use the year-end summary from Quicken for the data I provide to TurboTax. Simple and takes little time, and I retain an understanding of what TuboTax is doing. One big caveat: All of our investments are in IRAs, so we don't report dividends and capitol gains even though we track them in Quicken. Even so, the 1099Rs seem to provide the information you need for such reporting.

I'd never go back to the showbox full of receipts -- been there, done that.

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