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.

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.
2. Tax Planner shows 2016 data for DEDUCTIONS.


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.
0
This discussion has been closed.

Comments
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.
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.
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?
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.
Q17 provides the most accurate estimate of tax owed in many years.
And the transactions below that are from 2016.
ALL the other deductions state Quicken Data (from 2017).
That's just plain wrong.
When I entered a dummy transaction with that category, the Tax Planner changed to Quicken Data for 2017.
Thanks...I learned something today!
The Paycheck Wizard is, simply, a form. The transaction that it creates is a split transaction, just the same as any other split transaction.
Now running Quicken Windows Subscription, Home & Business
Retired "Certified Information Systems Auditor" & Bank Audit VP
When I try to go into the scenarios, I get a screen with a picture placeholder icon.
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 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.
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.
It works well for a close estimate.
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?
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?
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.
GMTDetect languageAfrikaansAlbanianArabicArmenianAzerbaijaniBasqueBelarusianBengaliBosnianBulgarianCatalanCebuanoChichewaChinese (Simplified)Chinese (Traditional)CroatianCzechDanishDutchEnglishEsperantoEstonianFilipinoFinnishFrenchGalicianGeorgianGermanGreekGujaratiHaitian CreoleHausaHebrewHindiHmongHungarianIcelandicIgboIndonesianIrishItalianJapaneseJavaneseKannadaKazakhKhmerKoreanLaoLatinLatvianLithuanianMacedonianMalagasyMalayMalayalamMalteseMaoriMarathiMongolianMyanmar (Burmese)NepaliNorwegianPersianPolishPortuguesePunjabiRomanianRussianSerbianSesothoSinhalaSlovakSlovenianSomaliSpanishSundaneseSwahiliSwedishTajikTamilTeluguThaiTurkishUkrainianUrduUzbekVietnameseWelshYiddishYorubaZuluAfrikaansAlbanianArabicArmenianAzerbaijaniBasqueBelarusianBengaliBosnianBulgarianCatalanCebuanoChichewaChinese (Simplified)Chinese (Traditional)CroatianCzechDanishDutchEnglishEsperantoEstonianFilipinoFinnishFrenchGalicianGeorgianGermanGreekGujaratiHaitian CreoleHausaHebrewHindiHmongHungarianIcelandicIgboIndonesianIrishItalianJapaneseJavaneseKannadaKazakhKhmerKoreanLaoLatinLatvianLithuanianMacedonianMalagasyMalayMalayalamMalteseMaoriMarathiMongolianMyanmar (Burmese)NepaliNorwegianPersianPolishPortuguesePunjabiRomanianRussianSerbianSesothoSinhalaSlovakSlovenianSomaliSpanishSundaneseSwahiliSwedishTajikTamilTeluguThaiTurkishUkrainianUrduUzbekVietnameseWelshYiddishYorubaZuluText-to-speech function is limited to 200 charactersOptions : History : Feedback : DonateClose