R50.xx - tax planner display issues (edit)Closed
Was working fine until 50.5 update. Empty fields and erroneous tax estimates display. If clicking details and then going back to the summary the data then suddenly display. Was working just fine until Quicken's most recent "fix". A recurring theme
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I Have had the "zeros" problem for several months and thought R52.33 fixed everything so the Projected Tax populated initially. The projected tax and Tax summary agreed with the remaing tax due and I don't use any projected capital gains. All capital gains showed up properly in the tax planner. Upon further review I noticed that the planner and the projected tax showed different total and adjusted gross incomes. The difference was total capital gains included in the planner but not in the projected tax. In fact the capital gains income was not even included in the projected tax. There is not even a line item shown for it in the Projected tax and it is not included in the projected tax box.
It is possible that I could have a zero tax on my small capital gains so the final tax with two different AGI's would be correct. Clearly the projected tax box still has problems. I can ignore that box and use the planner instead. But what else is wrong?? All of my capital gains come from Fidelity Investments and they have a radically different opinion on what my capital gains should be, and that is where I get the data to file my income taxes. So what good is all this discussion? Have a nice day.
Hello All,
Thank you for taking the time to visit the Community to report this issue, though we apologize that you are experiencing this.
We have forwarded this issue to the proper channels to have this further investigated. In the meantime, if you haven't done so already, we request that you please navigate to Help > Report a problem and submit a problem report with log files attached and (if you are willing) a sanitized copy of your data file in order to contribute to the investigation.
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Thank you.
(CTP-6982)
Quicken Kristina
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