Tax Planner 2022 - 2023

James Eckel

Has the glitch in this software been fixed?

Thanks

Jim

jl747

More info needed.

What glitch?

James Eckel

Earlier this year on the community site, there were numerous mentions about the planner using data from 23 instead of 22 to perform tax planning.

Do you know if this has been remedied?

Thanks

Jim

jl747

The only thing I have had a problem is with the importing TurboTax 2022 into the Quicken Tax Planner.

When I go through variuous modules I do see for example current Div and Int., SS Benefits and upcoming Estimated Taxes.

What are you not seeing?

James Eckel

I’m using quicken deluxe and wanted to import that data into the quicken tax planner. I haven’t purchased the tax planner yet because I read that it had a glitch…
Jim

jl747

Since I do not use the Deluxe version I am not sure if the Tax Planner is an option.

If it is not there then you will have to upgrade to the Premier version.

If it is there then it gets populated by whatever Tax related Categories you set for your Income, Expenses or Investments for example.

J_Mike

Quickens Tax Planner is included in the De;uxe version.

jl747

https://community.quicken.com/discussion/comment/20346901#Comment_20346901

@J_Mike

Thanks for that info.

jl747

Still not fixed in 27.1.49.22. I reported it again via Report a Problem. Not holding my breath for a fix.

Rocket J Squirrel

I reported it to both Q and TT with no response from either.

Interesting how this closed thread still allows me to post.

jl747

@Rocket J Squirrel

I wonder if they just decided on not supporting this feature any more without notifying the users of this fact.