Does Tax Planner have issues picking up last years inc/exp to produce expected Inc Tax results?
My Tax Planner is set to 2019, and is not picking up IRA RMD withdrawals, nor my Pension payments as taxable income. Social Security and other income is there. It is essentially proposing complete refund of all taxes withheld last year. ALL other reports, such as my Itemized Report or Taxable Itemized Report show all the data just fine. The Tax Summary Report from the Tax Center page does add in Pension, but still no IRA withdrawals. Other reports on the Tax Center page are YTD, so no help for 2019.
Dell Vostro Windows 10 ver 1809 latest updates. Quicken 2019 R19.44 or (latest available) via online subscription.
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