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Line item missing from printed Tax Planner

halpate

I printed my Tax Planner and noticed that in the section "Summary: Other Taxes, Credits" the line items did not sum up to the total. Going back to the online details, I see the difference under "Net Inv. Income Tax". This line item does not appear on the printed version. Thought I would let you know.

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Quicken Anja

Hello @halpate,

I apologize for any inconvenience this may have caused.

Is the line item only missing from the printed copy, or is it also missing when you look at the Print Preview before printing it?

Also, if you don't mind, could you please provide a screenshot/image of what you see on both the printed copy and on-screen within the program? If needed, please refer to this Community FAQ for instructions on how to attach an image. Alternatively, you can also drag and drop screenshots/images to your response if you are not given the option to add attachments.

Thank you!

halpate

Hi, Anja - Well, when I reported this, my 2024 Tax Planner had a non-zero amount in Net Inv. Income Tax (which it should), but now it is zero. I will have to try and figure out why/how that happened, but meanwhile I can at least show you that the line item appears in the online version but not in print.

Unfortunately, I can't also show that the Net Inv. Income Tax amount wasn't/isn't included in the total line on the print, since that amount is now zero for me. The answer can't be that the line item is omitted because the amount is zero, because all other zero line items are included.

I hope these attachments can lead you to the line item omission issue. I will now have to figure out why the amount is now showing zero for me. If it "comes back", I will send you a new set of screenshots showing how the total is affected - unless you can resolve the issue first.

Thanks, Hal

Quicken - 2025-01-12 - ONLINE Tax Planner Summary screeenshot.jpg

Quicken - 2025-01-12 - PRINT Tax Planner Summary screeenshot.jpg

Jim_Harman

I see the same issue as @halpate reports.

Steps to reproduce:

Create a new, empty Quicken file
In the Tax Planner, go to the Wages section and enter Personal wages of $300,000
Go to the Interest/Dividend section and enter Dividends of $100,000
Go to the Other Taxes/Credits section and observe Net Inv. Income Tax of $3,800. This is computed correctly - 3.8% of the investment income. The $3,800 is correctly carried to the Total Other taxes and usable credits line.
Click on the printer icon at the top right to print the Tax Planner report (there is no way to preview it)
At the bottom of Page 2 of the report, in the Summary: Other taxes, Credits section, the detail lines are all zero but the Total is $3,800. There should be a detail line for the NIIT.

I think this error was introduced because the NIIT is relatively new; it was added in 2010.

I will report this using Report a Problem.

halpate

Thanks @Jim_Harman! I didn't know how to produce the complete issue after my NIIT went to zero. I still need to go figure that out. Appreciate the help.

Jim_Harman

There is no NIIT unless your AGI is over I think $200,000 for single filers or $250,000 for joint. That may be your issue.

Quicken Jasmine

Hello @halpate and @Jim_Harman,

We have forwarded this issue to the proper channels to have this further investigated. In the meantime, we request that you please navigate to Help > Report a problem and submit a problem report with log files, a sanitized data file, and screenshots (if possible) attached in order to contribute to the investigation. If you could also provide the exact steps taken to reproduce this issue as well as any attempted troubleshooting steps, that would be great.

Let me know, thanks!

Jim_Harman

I reported this issue on Jan. 12. Please let me know whether you can find my report.

halpate

@Jim_Harman , thank you for that information, as well. That would certainly explain why it is not there now, but also why I saw it earlier. This is my first time using the Tax Planner and after reviewing the first report I ran, I realized I did not have certain transactions categorized properly for tax reporting. I believe our AGI was above the threshold before I made those changes and dropped after I got things (e.g. estimated taxes) categorized correctly.

I appreciate your input. Hopefully, Jasmine has seen your report. It lays the issue out better than I would be able to.

Hal

Jim_Harman

I'm glad it was helpful. BTW there are other problems with the Tax Planner report, see this discussion

https://community.quicken.com/discussion/7959250/issues-with-printed-tax-planner-report

halpate

Wow, yes, good to know. At present, the report is just FYI for me to get a feel for what my taxes might be, so if the bottom line is correct, it works. I still use a tax accountant, just for the comfort of having a live body doing the work. But I'm working my way toward possibly doing ours with TurboTax or similar, so this is all very helpful and educational. Again, appreciate your knowledge and help.

Jim_Harman

Another thing to know about the Tax Planner:

For at least some of the entries - I have seen this with dividends and capital gains - if the Planner is set to use Quicken data, the summary lines in the Planner and the Projected Tax section of the Tax Center are not updated when when there are new transactions. I must switch the data source to User entered and back to get the summary lines to update.