BUG: Buy/Sell preview is mixing tax years

Rocket J Squirrel

This year, 2023, I realized some large capital gains. I am attempting to use the Buy/Sell Preview feature to provide information about possible sales next year in 2024.

But the Buy/Sell Preview is including this year's gain with next year's. It should know not to do that. The current year's gain should not appear along with the proposed year's gain if the years are different.

I've blurred the amounts for privacy, but trust me, they are being added. I have reported a problem with the amounts visible in the report.

Chris_QPW

I had never looked at this tool before. For it to be useful you better be using FIFO since there is no other choice.

Quicken Kristina

Hello @Rocket J Squirrel,

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.

We apologize for any inconvenience!

@Chris_QPW,

According to the Quicken Help article, it should be using FIFO. Here is the link to the article:

https://help.quicken.com/pages/viewpage.action?pageId=3216679

Thank you.    

(CTP-8586)