why is tax planner for 2024 showing 2023 withholdings?

Frustrated123
Frustrated123 Quicken Windows 2017 Member ✭✭
edited May 14 in Budgeting and Planning Tools (Windows)

When I run the tax planner for 2024 on both the Withholding screen and the Tax Payments screen it is showing 2023 data instead of 2024 data. That is where I would expect it to have a button to select Quicken Data from 2024 there is only a button for Quicken Data from 2023. So for now I am having to use the User Entered option

Is anyone else having this problem?

Windows 11 Home, Quicken R55.26

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Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    I think if there are no Reminders or transactions yet with 2024 data for the selected entry but there is 2023 data, the Tax Planner offers to use the 2023 data instead.

    Does that explain what you are seeing?

    QWin Premier subscription
  • Frustrated123
    Frustrated123 Quicken Windows 2017 Member ✭✭

    I don't think that explains the issue as I definitely already have/had withholding transactions for this year. On the other hand, those transactions are now showing up, so I no longer have the problem. I have no idea what changed, but I'm happy.

    Thanks for your help.

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