If you are a Quicken, QMEM and a TurboTax user, I

You might be surprised at how few of us meet this description. If you've read all of QuickenLisa's posts, you'll note that the QMEM team is quite sensitive to this fact.

I would like to see TT have an option that is

something along the following lines:

Data from Quicken shows medical expenses of $X for

tax year 2006 and data from QuickenMEM shows $Y for

tax year 2006. Which value do you want to report to

the IRS?

If you have an FSA, the value of Y is very likely to be wrong. Until QMEM handles partial FSA reimbursement <including mileage>, its numbers cannot be blindly trusted.

Obviously, the wording could be improved, but the

basic idea is there. I think it's safe to assume that

users vary tremendously in how detailed they are in

entering expenses between the 2 programs.

Personally, I have found QMEM to be a big help in

getting more accurate Schedule A reports in

Quicken, but that's just me.

Not just Quicken. ;-) I agree, but that's because I know the limitations of the tax related reports and can adjust for them manually.

My vote is for TurboTax to allow the functionality to

import QMEM data just as it does with Quicken data.

This is a suggestion for TT, not for QMEM. Where's the TT forums? :-)

Overall, this seems like a noble goal, but the programming team really needs to focus on cleaning up the tax treatment tracking of expenses <my issues stated above> and adequately "optionizing" deductible and OOP-max treatment, before working on a feature that may alienate their less Intuit-centric audience.

BTW, while I temporarily disagree with your suggestion, I appreciate the clarity of your post.

-Tony

I agree that QMEM development time would be better spent fine tuning the medical management features rather than attempting to integrate with Turbo Tax, Quicken Financial, or both. ?:|

Wayward