You can use Quicken to simplify the preparation of your federal income tax return. For this, you just need to assign Tax Line items to your Quicken categories and categorize your transactions throughout the year. Quicken will maintain the tax reports you need.
Many categories in Quicken are linked to Tax Line items. These line items come from the latest Federal Tax code. Categories associated with the Tax Line item are used to populate the Tax Summary report (and when exporting you tax report to TurboTax).
For example, if you're using the Quicken category Gifts & Donations: Charity, all the transactions with this category are tracked and automatically mapped to federal form Schedule A: Cash charity contributions.
In addition to the tax-related categories that come pre-populated in Quicken, you can assign a specific, Federal Tax Line item to any category or subcategory--including any custom categories you have created.
To assign Tax Line items to categories: