Tax Reports opens with wrong year
When you go to Reports - Tax and pick any of the following Schedule A, B or D and Maximum Account Balance (FBAR) they open up showing year 2022.
With data for any of those already downloaded (in registers) the Reports should open with year 2023 (Current year).
Does anyone else see this problem?
Logging out and back in does not correct them. Nor does picking the current year and hoping Quickens to remeber the year.
Saving the Reports does maintain year.
Tax Schedule and Summary shows Current Year.
I have sent in a Report a Problem from within Quicken.
Quicken Premier R47.15 (220.127.116.11)
I see it happen as you described as well. Looks like Quicken needs to update the default year for these 4 reports.(QW Premier Subscription: R47.15 on Windows 11)0
Thanks for confirming the problem.Quicken Windows Premier (Subscription) - Using the latest version -Windows 10 Pro0
Isn't there a default date range preference for reports? Is there anything in that preference setting that pertains to tax year or current year?Quicken user since Q1999. Currently using QW2017.
Questions? Check out the Quicken Windows FAQ list0
This what my Preferences show for Reports & Graphs.
Did not have this problem before.Quicken Windows Premier (Subscription) - Using the latest version -Windows 10 Pro0
I just did a Chat and they claim this is not a Bug.
Business = Quicken Support
They said, " Business said
Isn't a bug, all the quicken programs works in that form."
I do not have any other Quicken version so that I can verfiy this statement.Quicken Windows Premier (Subscription) - Using the latest version -Windows 10 Pro0
The default date range for reports affects all the other reports. The reports in question list the date renge as “Tax year” and the dropdown list was recently changed to show the past 20 years rather than the past 5 (IIRC).
I'm not sure what the signicance of “Tax year” is. These reports don't include carryover items like January estimated taxes and IRA contributions made for the previous year. Maybe their date range changes if you have Quicken's fiscal year set to something other than Jan - Dec.QWin Premier subscription0
Changing from Fiscal to Jan-Dec does notfix the problem.Quicken Windows Premier (Subscription) - Using the latest version -Windows 10 Pro0
Everything @jl747 has said is exactly what I am seeing. The default year when opening these 4 reports should be showing 2023, not 2022.
That all being said, this is more of a nuisance than anything else. If all the issues we experience/observe in Quicken were of this nature and significance there wouldn't be much of a Community, would there? 🤔(QW Premier Subscription: R47.15 on Windows 11)0
True about being a nuisance. I am not a programmer but it shouldn't be much of a change to get this right when the year changes over.Quicken Windows Premier (Subscription) - Using the latest version -Windows 10 Pro1
I'm not sure I agree with any of this. I am still preparing my 2022 tax return and don't yet care about 2023 taxes at all.
Perhaps this will update in mid April (and yes, I know tax year 2022's filing deadline was extended).Quicken user since version 2 for DOS, now using QWin Premier Subscription (US) on Win10 Pro.0
I think at this point most people are beyond needing 2022 tax data and are now planning for 2023.
But, as mentioned above, I also think this is nothing more than a nuisance issue. I personally generally do not pull up the default Tax Reports. I instead have customized them the way I want and need and then saved them. When I need to see any of the tax reports (even for the prior year) I will pull up the saved reports, not the default reports. Then I always get exactly what I want and need to see.(QW Premier Subscription: R47.15 on Windows 11)1