I have sometimes noticed that Tax Planner entries are changed unexpectedly. The symptom of this is that the refund due will change significantly when I have not made any changes to the settings. I investigated this and found the following:
In the Details section at the bottom of the entry forms, many of my entries in the Tax Planner are set to "Quicken Data (from 2023)", with the Projected amount set to "Scheduled bills and deposits". In some cases there is also an entry in the Adjustment column. With these settings, the amount in the Annual Total column should be copied to the summary entry at the top of the form.
What I observed is that if I click on Details at the bottom of the form selections at the left and choose the Wages form then click repeatedly on "Next Detail Item" to review the settings, the Refund Due amount at the bottom will suddenly change dramatically.
Exploring further, I found that several of the entries at the top of the forms had changed so that instead of showing YTD amount + Projection + Adjustment as they should, they only show Projection + Adjustment; the YTD amount is not included. Of course this throws the Tax due or Expected Refund off by a large amount.
In my case, the items affected are Taxable Social Security Benefits, Dividend Income, and Estimated Taxes Paid to Date.
I observed similar behavior in a test file, so this is not an issue with my data file.
I see this as a serious bug in the Tax Planner which could lead users to have too much or too little money withheld or paid in estimated taxes. It certainly does not instill confidence in the Tax Planner.
I was able to restore the correct entries by switching the data source for the affected entries to User Entered and then back to Quicken Data.
I am running QWin R52.28
