Personal Finance and Investing

Just mentioned both. I have never downloaded data from Quicken to TurboTax. I really manually enter all data. Which is why it is important to me to have everything ready on the spreadsheet.

Quicken 5.7.2, Mac High Sierra 10.13.6. Yes, I liked the Quicken 7, used it for many years but then, as far as I remember, they were no longer compatible. As a matter of fact, I still keep my spouse's old MacBook with the Quicken 7. Several years ago when we did go to a CPA to prepare the taxes, and I had all the information printed, we had it with us to check on occasional items.

About the tax forms, just convenient. For example, in the old tax system, there was a room to report state refund. Now one has to use Schedule 1. Same with estimated taxes - we are retired - which has to be on Schedule 3.

And, as I found out, since many no longer itemized deductions, we did not, meaning we did not itemize state taxes, there is no need to report state refund for this year.