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Old 02-15-2004, 04:16 PM
Cal Learner-- MVP
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Default Re: Revising Money 2003 for better tax results

In microsoft.public.money, Les Proctor wrote:

- quote -

> After doing my taxes (via Taxcut) I realize that I really
> don't have my accounts set up properly to come up with a
> good, automatic tax return. How do I best reset Money as
> of the beginning of this calendar year to do this?
> Any suggestions--books, manuals, anything?


What forms are you looking to set up better? I would guess schedule
D is not a problem.

For schedule B, I would rely on the 1099 data rather than the Money
data. But that is up to you.

See Accounts&Bills-> Categories&Payees-> Categories and select/create
the categories you want to use this year for things that appear on
your tax form. At the bottom you can check the "Include On Tax
Reports". Go through the forms you want Money to handle and explore
the available Form Lines. Note the ones you will use, and locate or
create a category for each. Use those categories.



  #-1  
Old 02-15-2004, 03:49 PM
Les Proctor
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Posts: n/a
Default Revising Money 2003 for better tax results

After doing my taxes (via Taxcut) I realize that I really
don't have my accounts set up properly to come up with a
good, automatic tax return. How do I best reset Money as
of the beginning of this calendar year to do this?

Any suggestions--books, manuals, anything?
 

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2003, money, results, revising, tax
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