Tax Planner problem with Roth 401K contrib and Employer Match

Question

Seems a recent update has started causing a problem with the Tax Planner both showing the Roth contribution subtracted from income and the match into Traditional is showing as an addition to income! I got around the match by making it a separate reminder transaction to coincide with the paycheck. However, I can't figure out a workaround for the Roth. It was not doing this until sometime in the last 2 weeks, as since the last paycheck I started noticing the numbers were wonky.

frazsuz · Answer

"Are you seeing future employer matching showing in the projected transactions in the Tax Planner?"

Yes, I am seeing them there, and they are being subtracted from income. Thus, my Tax Planner was coming up with incorrect income. I am glad to know it's not just me and it is being worked on.

Quicken Kristina · Answer

Thank you for your reply,

I can see that the issue you're describing with Roth contributions showing up in the Tax Planner was reported to our teams a couple days ago.  That part of the issue is being worked on under ticket QWIN-24988.

Are you seeing future employer matching showing in the projected transactions in the Tax Planner?

Thank you!

frazsuz · Answer

It has only happened with the most recent paycheck, that is correct. I suspect it will happen on the next one, next week. (Paychecks biweekly.)

The match is set up as only the matching going into the pre-tax 401 (NOT IRA). The Roth 401 contribution is after-tax and set up as an after-tax contribution. The Roth is set up as a 401 in Quicken. I have been able to enter the Roth contrib as an after-tax, so I am confused by your statement. It has always worked fine until this last occurrence and there were no changes I made.

This is really gov't TSP not 401k but treated same.