Tax Planner

SCalder

Tax Planner will not save my details for both other income and for withholding. Every time I open, details are either estimates or no projected. Not bills or payments. When I change and close, nothing is updated. I've done verify and super verify, no change

Quicken Kristina

Hello @SCalder,

Thank you for letting us know you're encountering this issue. To help troubleshoot this issue, please provide more information. When did you first notice this issue? Are you setting up the Tax Planner for the first time, or was it previously set up and working, but now not saving your updates to your income and withholding information? In the details section, does it show that it's getting the numbers from user entered data, or Quicken Data from 2025?

You mentioned that every time you open, the details have reverted to estimates or no projected. To clarify, is that every time you open the Quicken program or every time you open the Tax Planner?

I look forward to your response!