tax planner: It NEVER works

1. Tax Planner does NOT show anything vaguely resembling my actual, projected, or annual WAGES or WITHHOLDING. 
2. Tax Planner shows 2016 data for DEDUCTIONS. image
 image

This has been happening for YEARS and I've reached out to customer service several times, but no one knows how to fix it. I've had them copy my data file...and somehow they screwed that up. They've had me delete and reinstall Quicken (that was a doozy because they changed some settings that didn't allow me to access my stored passwords). NOTHING fixes this issue. Not sure what the fix is, but I'm tired of forking out $100 every "upgrade" when it doesn't resolve the problem and the only "upgrade" is changing the names of categories and screen colors. You folks at Quicken NEVER ADDRESS THE UNDERLYING ISSUES. 
Yes, I'm a wee-bit peeved. 
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Comments

  • gmalis1gmalis1 Member
    edited May 2017
    Funny (or not funny, depending how you look at it), I have the SAME problem with the 2017 Tax Planner but only for my Deductible Contributions.  It doesn't have the "toggle" to 2017...only 2016.

    But only that one particular tax line item.

    Not sure how to ever fix this...so I've just set it to zero for the time being.  And I'll manually have to add this in as I make the contributions.


    image
  • QPWQPW Member ✭✭✭✭
    edited October 2018
    I have often commented on the fact that the Tax Planner is one of the "long forgotten" features that really needs an update.  It was created back in the "The Desktop is the Internet" era (late 1990s) and the GUI is actually a web page generated by ActiveX (which has long since been deem "unsafe").  But more to the point even though from time to time they update the tax tables, and even fix some of the calculations (recently they did that) it is really the GUI that has most of the problems!

    Besides the problem you have pointed out their is the famous ones where you set something, and as soon as you leave it switches to some other setting.  Or I have seen it about $3000 current transactions and $3000 future transactions, and the line in the details is fine, but the total line above is about $22,000.

    And as far as I can tell it is doing something like this.  Quicken calls the "GUI" through ActiveX and it is what you see above and interact with, and that is displayed in Quicken by using the embedded IE web browser. The information is then sent back to Quicken, where the actual calculations are being done.  So you have this extremely complicate system just to create the GUI, and it is even using fixed size tables and such that are getting cut off in Quicken 2017 at various places.

    All for the sake of the old out of date idea that the web pages should extend into a Desktop application, when this wouldn't be that complicate of user interface just to do in regular GUI library functions.
  • gmalis1gmalis1 Member
    edited May 2017
    QPW said:

    I have often commented on the fact that the Tax Planner is one of the "long forgotten" features that really needs an update.  It was created back in the "The Desktop is the Internet" era (late 1990s) and the GUI is actually a web page generated by ActiveX (which has long since been deem "unsafe").  But more to the point even though from time to time they update the tax tables, and even fix some of the calculations (recently they did that) it is really the GUI that has most of the problems!

    Besides the problem you have pointed out their is the famous ones where you set something, and as soon as you leave it switches to some other setting.  Or I have seen it about $3000 current transactions and $3000 future transactions, and the line in the details is fine, but the total line above is about $22,000.

    And as far as I can tell it is doing something like this.  Quicken calls the "GUI" through ActiveX and it is what you see above and interact with, and that is displayed in Quicken by using the embedded IE web browser. The information is then sent back to Quicken, where the actual calculations are being done.  So you have this extremely complicate system just to create the GUI, and it is even using fixed size tables and such that are getting cut off in Quicken 2017 at various places.

    All for the sake of the old out of date idea that the web pages should extend into a Desktop application, when this wouldn't be that complicate of user interface just to do in regular GUI library functions.

    Not sure exactly what you said...

    But our issue is that 2016 data leaks into 2017 tax planning.

    And what I can't figure out is why is mine only one distinct deduction (contributions, only) while his seems to be ALL deductions set to 2016.

    How in the world does that happen...with two different errors using the same software year and version?  Doesn't the tax planner, whether its from SpaceX or PlanetX, download the same darned GUI for EVERYONE?
  • QPWQPW Member ✭✭✭✭
    edited December 2017
    QPW said:

    I have often commented on the fact that the Tax Planner is one of the "long forgotten" features that really needs an update.  It was created back in the "The Desktop is the Internet" era (late 1990s) and the GUI is actually a web page generated by ActiveX (which has long since been deem "unsafe").  But more to the point even though from time to time they update the tax tables, and even fix some of the calculations (recently they did that) it is really the GUI that has most of the problems!

    Besides the problem you have pointed out their is the famous ones where you set something, and as soon as you leave it switches to some other setting.  Or I have seen it about $3000 current transactions and $3000 future transactions, and the line in the details is fine, but the total line above is about $22,000.

    And as far as I can tell it is doing something like this.  Quicken calls the "GUI" through ActiveX and it is what you see above and interact with, and that is displayed in Quicken by using the embedded IE web browser. The information is then sent back to Quicken, where the actual calculations are being done.  So you have this extremely complicate system just to create the GUI, and it is even using fixed size tables and such that are getting cut off in Quicken 2017 at various places.

    All for the sake of the old out of date idea that the web pages should extend into a Desktop application, when this wouldn't be that complicate of user interface just to do in regular GUI library functions.

    The problem I was talking about for my recent data is like Rick's second example.
    Notice in that one int the details he has an actual of 21,614, and a projected about of 67,240 for a total of 88,854, but that number isn't transferred to the total at the top, which has that strange 37,038.

    If you play with a bit by changing what is selected and such you can get it to display the right amount.  But most of the time if you close the Tax Planner and come back you will see that it does save, and goes back to the crazy number.

    And over the years I have seen and lots of people have reported that they will do something like set it to scheduled Bills and Deposits, and if they close and come back it will not save properly and be back to what was set before.

    To me these all look like GUI or "data transfer problems".  As something in the GUI or the transfer of the settings and data doesn't "stick" or get to the right places.

    In a normal GUI something like this would almost never happen because the interface for exchanging the data is much simpler.

    In other words.  The GUI itself suffers from problems like fixed size boxes for tables and such, but the real big problem is that the flow of data and settings between Quicken and this GUI system is much more complicated then it needs to be.  The result is that it behaves differently from one person to the next, and even from one session of running Quicken to the next.
  • markus1957markus1957 SuperUser ✭✭✭✭✭
    edited January 11
    I have noticed the sticky number issue if setting a user defined value other than zero, but I've always gotten it to clear and display correctly. The planner is extremely sensitive to record corruption. Wacky behavior like that described by the OP does not occur in a new data file. Tracking down the corrupt records is currently the only way to clear this type of error in planner. File validation and resetting planner to defaults can help in some cases.

    Q17 provides the most accurate estimate of tax owed in many years.
  • gmalis1gmalis1 Member
    edited January 11
    My issue isn't the number...it's the fact that it insists on using 2016 data for my cash contributions instead of 2017 data.  It even says so in the descriptor line...Quicken Data (from 2016).

    And the transactions below that are from 2016.

    ALL the other deductions state Quicken Data (from 2017).

    That's just plain wrong.  
  • markus1957markus1957 SuperUser ✭✭✭✭✭
    edited May 2017
    gmalis1 said:

    My issue isn't the number...it's the fact that it insists on using 2016 data for my cash contributions instead of 2017 data.  It even says so in the descriptor line...Quicken Data (from 2016).

    And the transactions below that are from 2016.

    ALL the other deductions state Quicken Data (from 2017).

    That's just plain wrong.  

    And I think you will find it relates to some form of corruption in your data file. Create a test file and enter a few deductions manually. They will show up as expected. Normally, you only see what you are experiencing when there are no transactions for 2017 yet recorded for the tax line. Try entering a scheduled transaction for that tax line. It should show up and also suppress the 2016 values.
  • gmalis1gmalis1 Member
    edited August 2017
    gmalis1 said:

    My issue isn't the number...it's the fact that it insists on using 2016 data for my cash contributions instead of 2017 data.  It even says so in the descriptor line...Quicken Data (from 2016).

    And the transactions below that are from 2016.

    ALL the other deductions state Quicken Data (from 2017).

    That's just plain wrong.  

    BINGO!  I had no entries for charitable contributions so far in 2017.

    When I entered a dummy transaction with that category, the Tax Planner changed to Quicken Data for 2017.

    Thanks...I learned something today!
  • markus1957markus1957 SuperUser ✭✭✭✭✭
    edited January 11
    Rick, based on the screen shot you do not appear to be using the Paycheck Wizard to schedule your salary and paycheck deductions. Try using that instead of custom splits.
  • RickRick Member
    edited June 2017

    Rick, based on the screen shot you do not appear to be using the Paycheck Wizard to schedule your salary and paycheck deductions. Try using that instead of custom splits.

    I used the wizard.
  • RickRick Member
    edited July 2017

    Rick, based on the screen shot you do not appear to be using the Paycheck Wizard to schedule your salary and paycheck deductions. Try using that instead of custom splits.

    At least when I click on one of the splits, it takes me to the screen that the wiz uses? IDK
  • NotACPANotACPA SuperUser ✭✭✭✭✭
    edited July 2017

    Rick, based on the screen shot you do not appear to be using the Paycheck Wizard to schedule your salary and paycheck deductions. Try using that instead of custom splits.

    @markus1957, I don't understand how you got to the conclusion that the Paycheck Wizard isn't being used.  Because, in my copy of the Tax Planner, it shows individual splits for my wife's paycheck ... exactly the same as Rick shows.

    The Paycheck Wizard is, simply, a form.  The transaction that it creates is a split transaction, just the same as any other split transaction.
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • RickRick Member
    edited July 2017

    Rick, based on the screen shot you do not appear to be using the Paycheck Wizard to schedule your salary and paycheck deductions. Try using that instead of custom splits.

    image
  • George PGeorge P Member ✭✭
    edited August 2017
    At least I am not the only one having the problem. My tax liability swings from owing $7k to an $8k refund. I feel like its a random number generator. Tax planning is one area where I have failed miserably. At one point I did get the tax planner in TaxCut to reconcile with the Quicken Tax Planner, but that went away next time I opened the program. Frustrating. I just paid a professional to review my returns and to plan for next year. Not cheap. Quicken needs to fix this or get rid of the Tax Planner.
  • markus1957markus1957 SuperUser ✭✭✭✭✭
    edited August 2017

    Rick, based on the screen shot you do not appear to be using the Paycheck Wizard to schedule your salary and paycheck deductions. Try using that instead of custom splits.

    Paycheck wizard is a special type of Split with its own form structure. It is not the same as any other split. This is evidenced when you open the "split" of a paycheck in the register. The standard split window does not open, the special paycheck split form window opens. If you open the split of a paycheck entry in the register and see a standard split form, either you didn't use the paycheck wizard or there is something wrong.
  • untmdsprtuntmdsprt Member
    edited December 2017
    Well they fixed it somewhat as it doesn't show anything now! Thanks a lot! Tax planner overview shows 2016, and I'll be making close to $60K (I wish!)

    When I try to go into the scenarios, I get a screen with a picture placeholder icon.
  • John SmithJohn Smith Member
    edited January 11
    The tax planner just isn't working properly - it often miscalculates, doesn't correctly import data from the program.  (By the way, it's been that way for years.)
    I just got a preliminary K-1 estimating 10,000 in short term capital gains on an investment - I manually entered it into the tax planner and absolutely nothing happened - no change in tax; I removed it - nothing; I put the 10k back in - nothing.  The tax due should change.  Something is wrong.
  • markus1957markus1957 SuperUser ✭✭✭✭✭
    edited December 2017

    The tax planner just isn't working properly - it often miscalculates, doesn't correctly import data from the program.  (By the way, it's been that way for years.)
    I just got a preliminary K-1 estimating 10,000 in short term capital gains on an investment - I manually entered it into the tax planner and absolutely nothing happened - no change in tax; I removed it - nothing; I put the 10k back in - nothing.  The tax due should change.  Something is wrong.

    If you assign a tax line used in Tax Planner to the category or use the Category shown below it will report the income and tax accordingly in the planner. All my _STCapGnDst entries are reporting correctly in Tax Planner.
  • John SmithJohn Smith Member
    edited December 2017

    The tax planner just isn't working properly - it often miscalculates, doesn't correctly import data from the program.  (By the way, it's been that way for years.)
    I just got a preliminary K-1 estimating 10,000 in short term capital gains on an investment - I manually entered it into the tax planner and absolutely nothing happened - no change in tax; I removed it - nothing; I put the 10k back in - nothing.  The tax due should change.  Something is wrong.

    I understand - but leaving aside the reporting, when I manually enter it in Tax Planner (either checking "User Entered" and entering the amount there, or as an adjustment to Quicken Data) the Tax Planner does not reflect it.
    I know that net short term capital gains are taxed as ordinary income so it should increase my tax (or reduce my refund) but it doesn't - absolutely nothing changes when I enter the amount, no matter how entered.
  • markus1957markus1957 SuperUser ✭✭✭✭✭
    edited December 2017

    The tax planner just isn't working properly - it often miscalculates, doesn't correctly import data from the program.  (By the way, it's been that way for years.)
    I just got a preliminary K-1 estimating 10,000 in short term capital gains on an investment - I manually entered it into the tax planner and absolutely nothing happened - no change in tax; I removed it - nothing; I put the 10k back in - nothing.  The tax due should change.  Something is wrong.

    Including manual adjustments in STCG section of Tax Planner and/or User Entries. You might try the Mondo patch or look into data file corruption because in QW2018 Tax Planner is providing a spot on estimate for 2017 tax projections.

    A side note- a manual entry of a STCG should also increase your AGI so if you are not seeing that in Tax Planner, the entry is not being recognized for one of the reasons I listed above; software installation or data file corruption.
  • John SmithJohn Smith Member
    edited December 2017

    The tax planner just isn't working properly - it often miscalculates, doesn't correctly import data from the program.  (By the way, it's been that way for years.)
    I just got a preliminary K-1 estimating 10,000 in short term capital gains on an investment - I manually entered it into the tax planner and absolutely nothing happened - no change in tax; I removed it - nothing; I put the 10k back in - nothing.  The tax due should change.  Something is wrong.

    Thank you.  We'll give those a try.
  • No, it never works.  I'm trying to get an idea about my tax situation, and the Quciken numbers keep changing OR don't show up in Tax Planner until I change to "user entered" and then change back.  I thought that Q2018 was going to be so much better, but when we really need 2017 numbers to be close, I find that they don't show up and I have wild swings in my tax liability.  I don't care that 2018 isn't there yet.  But there's no excuse for 2017 not to reflect the numbers that are ALREADY IN QUICKEN.  Well, I guess the excuse is that the tax planner has never worked - at least that's been my experience.  I've only used it since 2000 though.
  • John SmithJohn Smith Member
    edited December 2017
    Exactly what has been happening to me since I started using quicken in 1999!!!  Sometimes the numbers are actually correct, but there is no way of being sure because they keep changing and jumping around and are completely unreliable.  VERY unfortunate.
  • edited December 2017
    Download Tax Caster on your smartphone.



    It works well for a close estimate.
  • I have a question regarding the "Community" and problems that have been going on for as long as I've used Quicken.  Now that Quicken is independent of Intuit, and supposedly more resources are being thrown at it, has anyone seen any improvements?  I mean, as far as I can tell, the Tax Planner has not changed since I've used Quicken (2000), and has the same problems of changing numbers, answers, etc.  Does someone at Quicken monitor these boards to see what problems users are having?  I don't see any differences (improvements) in the Reporting module.  I thought there was some "promise" of that too.  I hope that now that they have their subscription model going, and have some cash flow, they can actually do something to earn the revenue.
  • John SmithJohn Smith Member
    edited January 2018

    I have a question regarding the "Community" and problems that have been going on for as long as I've used Quicken.  Now that Quicken is independent of Intuit, and supposedly more resources are being thrown at it, has anyone seen any improvements?  I mean, as far as I can tell, the Tax Planner has not changed since I've used Quicken (2000), and has the same problems of changing numbers, answers, etc.  Does someone at Quicken monitor these boards to see what problems users are having?  I don't see any differences (improvements) in the Reporting module.  I thought there was some "promise" of that too.  I hope that now that they have their subscription model going, and have some cash flow, they can actually do something to earn the revenue.

    Yes, that would be nice.  I've seen no change so far.
  • DesertOasisDesertOasis Member
    edited January 2018

    I have a question regarding the "Community" and problems that have been going on for as long as I've used Quicken.  Now that Quicken is independent of Intuit, and supposedly more resources are being thrown at it, has anyone seen any improvements?  I mean, as far as I can tell, the Tax Planner has not changed since I've used Quicken (2000), and has the same problems of changing numbers, answers, etc.  Does someone at Quicken monitor these boards to see what problems users are having?  I don't see any differences (improvements) in the Reporting module.  I thought there was some "promise" of that too.  I hope that now that they have their subscription model going, and have some cash flow, they can actually do something to earn the revenue.

    Actually, I think the product is getting worse.

    Tax Planner STILL not fixed since forever...and now those who have Quicken 2018 with a budget and online bills can't even open the application.  They have to roll back the date, delete their budget and online bills and then move the date back to current.

    Does this sound like good programming to you and me?
  • DesertOasisDesertOasis Member
    edited January 2018

    I have a question regarding the "Community" and problems that have been going on for as long as I've used Quicken.  Now that Quicken is independent of Intuit, and supposedly more resources are being thrown at it, has anyone seen any improvements?  I mean, as far as I can tell, the Tax Planner has not changed since I've used Quicken (2000), and has the same problems of changing numbers, answers, etc.  Does someone at Quicken monitor these boards to see what problems users are having?  I don't see any differences (improvements) in the Reporting module.  I thought there was some "promise" of that too.  I hope that now that they have their subscription model going, and have some cash flow, they can actually do something to earn the revenue.

    Oh...and as to the tax planner...after manually entering all my totals into the planner using USER ENTERED and I have my adjusted gross income, my deductions and my amount of federal tax withheld...I now have an over $500 difference between Quicken's tax planner and Intuit's Tax Caster app on my iPhone.

    Both have the identical AGI, identical deductions and identical tax withheld.  Yet Quicken understates my return by over $500.  

    So, not only is the Tax Planner a pain, loses most of your 2017 calculated transactions in the planner...it also doesn't even figure your taxes correctly.

    Who would think it?
  • markus1957markus1957 SuperUser ✭✭✭✭✭
    edited January 2018

    I have a question regarding the "Community" and problems that have been going on for as long as I've used Quicken.  Now that Quicken is independent of Intuit, and supposedly more resources are being thrown at it, has anyone seen any improvements?  I mean, as far as I can tell, the Tax Planner has not changed since I've used Quicken (2000), and has the same problems of changing numbers, answers, etc.  Does someone at Quicken monitor these boards to see what problems users are having?  I don't see any differences (improvements) in the Reporting module.  I thought there was some "promise" of that too.  I hope that now that they have their subscription model going, and have some cash flow, they can actually do something to earn the revenue.

    In the past I also have had minor issues with the values in Tax Planner "jumping around". Recently it became worse and Total Tax was not calculating correctly as it had been. A new data file worked without any issues so it's probably some corruption in my old file coupled with the ancient code used to make Planner work.

    I've made some progress fixing my valuable old file-

    1. What I did was use "Reset" in Tax Planner to Zero out the three Scenarios and Reset the Projected scenario to use Quicken defaults. 

    2. Then I stepped through every input in every screen and manually enter a Zero if it was not already Zero. I stepped through twice to make sure they stuck because a couple did not.

    3.Then I closed and opened Quicken; verified I was still all Zeroes. 

    4. Then stepped through each input again to select the data source and projection options I wanted to use for each field.

    5. It's calculating Total Tax "correctly" (with outdated rates/brackets) and input values have not been jumping around.

    Now waiting patiently for the 2018 rates update that should be out soon according to another post.
  • John SmithJohn Smith Member
    edited January 2018

    I have a question regarding the "Community" and problems that have been going on for as long as I've used Quicken.  Now that Quicken is independent of Intuit, and supposedly more resources are being thrown at it, has anyone seen any improvements?  I mean, as far as I can tell, the Tax Planner has not changed since I've used Quicken (2000), and has the same problems of changing numbers, answers, etc.  Does someone at Quicken monitor these boards to see what problems users are having?  I don't see any differences (improvements) in the Reporting module.  I thought there was some "promise" of that too.  I hope that now that they have their subscription model going, and have some cash flow, they can actually do something to earn the revenue.

    I tried this and for me it didn't work - it still kept dropping and changing numbers, and even when I closed the tax planner the tax due changed on the tax center screen just by closing the tax planner.  Very frustrating.
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