Tax Planner's Interest and Dividend Income for 2025 using 2024 data

leishirsute
leishirsute Quicken Windows Subscription Member ✭✭✭✭
edited January 2 in Budgeting and Planning Tools (Windows)

The Tax Planner is using 2024 data for 2025 Interest and Dividend Income - Schedule B.

I've tried changing the fields to "No Projected Amount" and that doesn't change the values.

The only thing that works is "User Entered".

Any suggestions to get this work? Do I need to wait a few days further into 2025 for this to work?

image.png

Deluxe R60.15, Windows 11 Pro

Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited January 1

    This is a Windows question, right? I will have a Moderator move this discussion to the appropriate Windows category.

    As soon as you have one or more 2025 Reminders or transactions that use one of the tax line items that are connected to the form, it will switch to using 2025 Quicken data. To see the applicable Categories and Tax line items, click on the "View tax form line items used here" link.

    If you want to see 2024 data later on, you can change the Tax year back to 2024. Be sure to remember to change it back when you are done.

    QWin Premier subscription
  • leishirsute
    leishirsute Quicken Windows Subscription Member ✭✭✭✭

    @Jim_Harman Oops. Yes. This is a Windows question. Thanks for the info.

    Deluxe R60.15, Windows 11 Pro

  • Quicken Anja
    Quicken Anja Moderator mod
    https://community.quicken.com/discussion/comment/20469247#Comment_20469247

    @leishirsute your post has been moved to Windows.

    Thanks for confirming!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

Categories