I don't find multiple subcategories to be a problem. Perhaps I'm more anal.

"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:eexukveSHHA.3440[at]TK2MSFTNGP03.phx.gbl...
- quote -

Since tax estimation doesn't depend on the tax export, I'd still use
something like a report by Payee (assuming you have different employers) or
even fake Payees (for the same employer case--e.g., HugeCo {his} and HugeCo
{hers}) and a report by Payee to get the separate numbers before multiplying
the number of categories that are, for 99.5% of all purposes, identical.

"Chris Cowles" <spam_magnet[at]remove-me-bellsouth.net> wrote in message
news:eJw$1vZSHHA.600[at]TK2MSFTNGP05.phx.gbl...
- quote -

- quote -

Boy I would LOVE to know how to seperate MY wife
and MY paycheck.

It's useful to do that for the purposes of tax estimation, within Money. I
used that and would have been within $100 of my additional tax liability
this year, had I properly accounted for the roll off in child tax credits
as income increases.

When creating separate sub categories, be certain to assign them to the
specific tax lines and, where relevant, to the correct copy of the form
(Copy 1, Copy 2, etc.).

I concur that import of employer salary information into Taxcut is
inadvisable. If you're 1 penny off from what the W-2 says on any field,
you'll increase the likelihood of IRS attention. It's really not that hard
to fill in the W2 forms in the tax software, unless you held 37 different
jobs.
--
Chris Cowles
Gainesville, FL


"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:%23rzL01YSHHA.5016[at]TK2MSFTNGP04.phx.gbl...
- quote -

I'd do most anything besides create separate categories for the exact same
thing just to make the TaxCut export work better. Generate a report(s) based
on Payee and re-key it.

I guess I'm a little clueless why TaxCut even needs this info from Money. It
needs the W2 info. Money's info for his and hers wages/withholding is just
about useless relative to taxes except for the self-employed case. Not that
it shouldn't match at some level. It's just not what you should be basing
your tax filing on.

"Art McClinton" <art.mcclinton[at]cox.net> wrote in message
news:ytPxh.33944$gJ1.9433[at]newsfe17.lga...
- quote -

re: charities, I have about 20 different payees,with each tx assigned the
charitable:cash category.I would like to export the payee names,not just a
grand total
"Art McClinton" <art.mcclinton[at]cox.net> wrote in message
news:ytPxh.33944$gJ1.9433[at]newsfe17.lga...
- quote -

1) yes you need to have separate wage and salary categories for you wife and
your self. The can easily be sub categories within the existing ones. Just
remember to mark them all as tax related.
2) Did you have sub categories for your various charitable contributions? I
list the major ones. At the end of the year if the total remaining is large
then I generate some more sub categories and move the donations into those
new categories.

Money will export as many separate lines to Taxcut as you separate. Just
remember that simply because the major category is listed as an item to
export to TAXCUT, you will need to mark the new subcategories as tax related
items and tie them to a line in the tax form.

"Adonis" <abc[at]verizon.net> wrote in message
news:wWNxh.3505$xu4.2239[at]trndny04...
- quote -

I track my wife's income and taxes separately from mine. However, I don't
export from Money, but use the W2 instead (has to match exactly and one in a
while I will miss something in Money....AND W2 entry isn't that hard.
Especially because I import both of ours electronically from the payroll
system!)

Not sure how you are tracking your charitable contributions. I keep mine
split in Money by who it's going to. I use the report function to match and
help me fill the Deduction Pro program for charitable donations cash and
non-cash.

So the quick answer for me is, I never export from Money to Tax Cut. I use
reports and then enter into Deduction Pro.
--
MSI K8N Neo4 Platinum SLI
AMD64 Athlon 3800+ x2
GSkill 4 x 1GB DDR
SATA:WD 74GB 10,000RPM;2x WD 80GB 7,200RPM
eVGA GeForce 7800 GT 256MB
Enermax 600W ATX Power Supply
ThermalTake VA8000 Case


"Adonis" wrote:

- quote -

How do I seperate my wife and my paycheck ? The export lumps gross
salary,witholding etc. together on the tax line.Do I have to create a whole
seperate wages and salary category for my spouse ? Also why do charitible
contributions export as a total $ amount, then I have to itemize each one in
the tax program. Thanks