tax planner issues

cheesmo

in tax planer, summary numbers are sometimes annual and sometimes current, for example, the wages are shown as to date but the capital gains and taxes withheld are annual so it tells me I have a big refund, or vice versa, seems like a bug.

Bob_L

To get annual wages you need to have income reminders set up. If so, scheduled transaction amounts should be included and shown in the list box at the bottom of the page with wages.