I don't know the limit on the number of categories and subcategories in Quicken, but I'm sure it's more than you could ever need. For each tax-related category, you identify it as to how is is to be used on the Tax Return (i.e. Schedule A, Charitable Contributions; Schedule B, dividend Income; Form 2441, Qualifying Childcare Expenses, etc)from a pull-down menu in Quicken when you set up the category. I've never downloaded directly from Quicken to TurboTax, preferring to use the totals on the Quicken reports to do a manual input.

Hi Ladybug,

I have a cabin rental business, 7 cabins that I own, 22 that I manage. I use quick book for the montly/daily record keeping and then use Turbo Tax Premier for annual taxes.

I find them both easy to use and with each you can have many properties.

jerri

Another option might be some pre-made templates for whatever you may have on that computer for a spreadsheet (Excel, Works, Quattro, etc.). You might even find some which are freeware or much cheaper than the Intuit products.

Here is a link that might be useful: My Google search for business spreadsheet templates

I appreciate the information each of you sent. I probably need to get my dad to call the tax preparer and ask about categories (identify them). My dad can make what should be easy extrememly complicated by too much detail.

Thanks!