Issues with printed Tax Planner report
In the Other Income or Losses section on Page 2 of the report, there is a line titled "Total Social Security Income". This is incorrect; it should be "Taxable Social Security Income", the same as in the Planner.
In the Federal Tax Payments section on p. 3, the detail line descriptions are wrong. The column on the left should be:
Withholdings from Wages to Date
Other Withholdings to Date
Total Withholdings to Date
In the column on the right the top line should be:
Projected Total Withholdings
The Est Taxes (1040-ES) YTD line actually includes projected payments. The projected payments should be broken out on the next line.
These issues are in addition to the one reported here
Comments
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Hello @Jim_Harman,
Thank you for letting us know. I have sent this over to my team for further information and will most likely reach back out for information to create a CBT.
-Quicken Jasmine
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