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Check Address overwritten by Quicken after Save, before Printing

Hytec

When writing a check to an existing Payee in the checking account, the Address field is overwritten after Save from a previously saved check to the same Payee. This error can not be seen until the check is printed. For example:

Payee: United States Treasury

Address: 2024 Form 1040-ES

However, the Address field is 2022 Form 1040-ES on the printed check.

This error can not be seen before printing. I've selected Edit while writing the check, but the Edit command does not show or provide for editing the Address field.

Quicken Classic Premier, Windows 11 Enterprise, Version R61.21, Build 27.1.61.21.

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Comments

UKR

Shouldn't "2024 Form 1040-ES" be included in the Memo field of the check register transaction instead of the Address?

Check the Address Book in Quicken and make the necessary corrections.

P.S.: The address book entry which I use for making checks to the IRS looks like the following, with some special modifications to make for a correct Payee Name on the check's "Pay order of" line and a correct mailing address. Note the items marked in red.

Hytec

UKR, thank you for your response. You have shown me two Quicken functions of which I was not aware.

First, IRS instructions state that "2024 Form 1040-ES" or other submission form must be in the Address field of any submitted check. Second, I found that the Memorized Payee List function is appropriate for this situation, not the Address Book function.

When in Memorized Payee List, selecting the desired Payee record, United States Treasury in this case, then selecting Edit/Address/Miscellaneous allows the erasing of all previously written addresses. I also selected "Print Check" for Type of Transaction and "Never Auto-categorize this payee during QuickFill or downloads".

What concerns me is that I may have to erase a saved address in the Miscellaneous menu after each check is written to the United States Treasury. Though I hope not. Thanks again.

NotACPA

@Hytec Where exactly does it say that the form info must be in the address field. I'm not seeing such on the IRS website. It must be present on the check, yes, but the website doesn't say WHERE on the check … so why won't the memo field work?

https://www.irs.gov/payments/pay-by-check-or-money-order

Hytec

I'm quoting from IRS Form 1040-ES, 2025 Estimated Tax that must be mailed with the estimated tax check. The partial quote is from lines 2 and 3 of the four instruction lines directly beneath the form title.

Quote: Write your social security number and "2025 Form 1040-ES" on your check or money order.; End Quote.

I am not aware of any other instruction other than that on the form to be mailed with the check.

Please understand that by "address field", I'm referring to the Quicken check template provided to write a check. I must enter the information in the third line down in the "Bill Pay Address" five-line field of the Quicken template for the IRS Form identification to print on the "For" line of my bank check.

UKR

https://community.quicken.com/discussion/comment/20479194#Comment_20479194

I concur with @NotACPA and your own quote … nowhere does it say that your SSN and text "20xx Form 1040-ES" must be within the Address Field. It only says something about it being (somewhere) on the check.
I have always used the Memo field.
That, in turn, makes it possible to use a regular Address Book entry for the transaction which does not have to be modified every time I had to write another check. Doesn't matter if I use a memorized entry or a Scheduled Reminder. It always works for me.

Hytec

Gentlemen, I am printing on a standard size bank check. It does not have a "Memo" line. Other than the "Date", "Payee", and "Amount" lines, it only has a "For" line adjacent to the "Signature" line. Therefore I enter the required IRS form information onto the third line of the Quicken check template five-line Address field in order to print that information on the "For" line of the bank check.

Thanks to QKR's original post, I believe I may have solved my issue. Thank you all.

UKR

https://community.quicken.com/discussion/comment/20479202#Comment_20479202

Every Quicken-compatible check style has a field pre-printed with "For" or "Memo". That's where Quicken prints the contents of the transaction's Memo field. Try printing a sample check on blank paper with some text in the Memo field and you'll see.

Hytec

I have no experience printing on Quicken provided checks. I don't know if Quicken even offered checks when I first used it forty years ago in the 1980's. When I became aware that Quicken offered checks, my bank's checks were far less expensive. So I never looked back. Perhaps that's foolish today. However, Quicken and my printer are happily compatible. So, if it ain't broke, don't fix it. LOL 😉

QKR, this has been a pleasure conversing with you. Thank you. Have a pleasant evening.

UKR

You're welcome. I'm happy to have been able to help answer your question.

volvogirl

Also when I mail in my estimated payment checks with the 1040ES slip I write my "ssn 2025 1040ES" on the memo line AND on the back of the check. The IRS instructions use to say to write it on the back too. You wouldn't want your ssn printed as part of your address and maybe be seen on the envelope. Or get added to your IRS account as part of your address. Then any letters they mail you will have your ssn showing on the envelope or in the window.

NotACPA

https://community.quicken.com/discussion/comment/20479202#Comment_20479202

How does that "For" field differ from a "Memo" field? They look like different names for the same thing to me.

Have you tried putting the info in Q's memo field and seeing where it prints on a blank piece of paper?