Most recent 2019 SEP-IRA Contributions are not showing in 2019 Tax Schedule Report
MJB
Quicken Windows Subscription Member ✭✭✭
(Windows Version R26.17)
I have made (2) 2019 Contributions from my checking account to my SEP-IRA account this year (2020). The first contribution was in March and the second was in April. When I run the 2019 Tax Schedule Report, the contribution in March is included, but not the April contribution. I have confirmed that the April contribution was attributed to Tax year 2019.
Never seen this problem before.
I'm wondering is one of the latest updates somehow messed up the Tax Attributes of the "1040 SEP Deduction" category
Help!
I have made (2) 2019 Contributions from my checking account to my SEP-IRA account this year (2020). The first contribution was in March and the second was in April. When I run the 2019 Tax Schedule Report, the contribution in March is included, but not the April contribution. I have confirmed that the April contribution was attributed to Tax year 2019.
Never seen this problem before.
I'm wondering is one of the latest updates somehow messed up the Tax Attributes of the "1040 SEP Deduction" category
Help!
0
Best Answer
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Hello @MJB
Thank you for the response, although I apologize that validate and repair hasn't corrected the issue.
If you haven't done so already, please take a moment to review the steps and information available here.
If the trouble persists, I would recommend contacting support directly for assistance.https://www.quicken.com/support#contact-support
Quicken Care has the ability to initiate a screen share to view the issue in real-time to help isolate why this transaction is not being included in the tax schedule report.
Thank you,
-Quicken Tyka
~~~***~~~5
Answers
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Hello @MJB,
Thank you for taking the time to report this issue to the Community, although I apologize for any frustration or inconvenience you may be experiencing.
If you have not already done so, I suggest performing a Validate and Repair on your Quicken data file, following the steps outlined here.
Please let us know how it goes!
-Quicken Natalie
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Hi Natalie,
I have already completed a Validate and repair with no effect on the stated problem.
Thanks for the effort0 -
Hello @MJB
Thank you for the response, although I apologize that validate and repair hasn't corrected the issue.
If you haven't done so already, please take a moment to review the steps and information available here.
If the trouble persists, I would recommend contacting support directly for assistance.https://www.quicken.com/support#contact-support
Quicken Care has the ability to initiate a screen share to view the issue in real-time to help isolate why this transaction is not being included in the tax schedule report.
Thank you,
-Quicken Tyka
~~~***~~~5
This discussion has been closed.