Tax Planner Projected Tax summary is not showing capital gains(loss)

ganders

The projected tax page is not pulling in capital gains(losses) on stock sales. I have to click on Total income line then go back to the tax planner summary to get it to show capital gains(losses) that factors in the calculation of the total tax owed. This has been an issue for over 9 months and still has not been fixed.

Quicken Kristina

Hello @ganders,

To assist with this issue, please provide more details. Is this happening for 2023, current year, or both? Are all capital gains/losses missing, or only gains/losses from specific accounts? Are you able to post a screenshot of what you are seeing (with personal information redacted)? If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

I look forward to your reply!

ganders

When I open up Quicken and go to Tax Center it loads 2024 year and the Capital Gains/Losses line item is not listed. When I change the tax year to 2023 the Capital Gains/Losses line shows up with the 2023 correct amount. Then when I change the tax year back to 2024 the Capital Gains/Losses line does show up with the 2024 correct amount.

So, why does the Capital Gains/Losses not show the first time, in the Projected Tax, that I go to the Tax Center? That is the issue that needs to be fixed. I am not willing to post a screen shot because I do not want to risk any personal information getting released.

Quicken Kristina

Thank you for your reply,

I'm not able to replicate the issue you're encountering, which indicates this may be a file-specific problem. To start troubleshooting this, I suggest that you try validating and/or super validating your data file.  Please save a backup file prior to performing these steps.

Validate: 

1. File
2. Validate and Repair File...
3. Validate File
4. Click OK
5. Close the Data Log
6. Close Quicken (leave it closed for at least 5 secs)
7. Reopen Quicken and see if the issue persists.

If the issue persists, proceed to Super Validate. If the issue is resolved after performing validation, then please disregard the instructions to Super Validate.

Super Validate:

1. File
2. Hold CTRL + Shift and click Validate and Repair File...
3. Super Validate File
4. Click OK
5. Close the Data Log
6. Close Quicken (leave it closed for at least 5 secs)
7. Reopen Quicken and see if the issue persists.   

Please let me know how it goes!

markus1957

FWIW, I had the OP's issue with Premier version but it disappeared when upgraded to Business & Personal. That is weird but there still is a bug that if fixed would solve this issue too.

@Quicken Kristina the issue is tied to a long-standing bug where the Projected Tax view is not refreshed unless a manual change is made to an input in Tax Planner. The view needs to be refreshed whenever it is displayed. Some time ago, PD eliminated the refresh to save a second of time required to load the view.

To replicate,

1. Open Quicken and navigate to Projected Tax view. Note the Cap Gains amount.
2. Open Tax Planner and note the Capital Gains value. You will note they are the same, but the OP will note they are different. Close Tax Planner.
3. Go to an investment account and manually enter a $100 long-term capital gain income transaction.
4. Return to the Projected Tax view and note the Capital Gain value did not change to reflect the new LTCG transaction.
5. Open Tax Planner and note the value has changed to reflect the new transaction.
6. Return to Projected Tax View and note the value still did not change.
7. Open Tax Planner and select any tax category. I use Adjustments. In Details toggle from Projected to User Entered and back to Projected. Close Tax Planner.
8. Return to Projected Tax view and note the Cap Gains value has finally changed to reflect the new transaction as a result of making a manual change in Tax Planner. The same effect is seen after OSU. The Projected Tax view does not reflect accepted downloaded transactions, but Tax Planner does.

The bug the user mentions only affects Cap Gains and I only saw it in Premier version. The more general bug I have described here affects all categories in the Projected Tax view. That is, until a manual change is made to Tax Planner, the Projected Tax view remains stagnant and fixed with values that were present when Quicken was opened. The affect is also seen after downloading transactions in One Step Update.

The OP's issue is different, but it would be resolved if a data refresh happened each time the view was displayed. In any case, the data refresh issue is reproducible, has been reported many times before this and should be fixed.

Adding- earlier thread describing this issue.

https://community.quicken.com/discussion/7941500/r52-33-tax-planner-vs-tax-center-do-not-match-for-cap-gains-edit

Quicken Kristina

Thank you for your reply @markus1957,

Thank you for providing details on how to replicate the more general bug that may be causing the OP's issue also. I forwarded this issue to the proper channels to have it further investigated. In the meantime, we request that anyone affected by this issue 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.

While you will not receive a response through this submission, these reports will help our teams in further investigating the issue. The more problem reports we receive, the better.

We apologize for any inconvenience!

Thank you.