I use Quicken Classic Deluxe version R62.16 build 27.1.62.16 on Windows 11.
I receive my U.S. Social Security pension into a foreign account and, as the documentation says, “The Tax Planner supports only U.S. currency.” so I set up a U.S. currency dummy checking account to manually enter the Social Security Gross and tax amounts information into Quicken so that the Tax Planner would be accurate.
This worked well until I set up an Income Reminder for this U.S. account. I already had an Income Reminder set up for my foreign account. When I checked the Tax Planner, the Projected Amount for Taxable Social Security Benefits and Withholding Taxes now include the amounts from the dummy U.S. checking account and from my foreign account. However, the foreign account scheduled amounts do not show in the section Quicken YTD Transactions and Scheduled Transactions.
Also, it uses the foreign account amounts in the Projected Amount and does not convert them to USD using the Currency Rate. If I delete the Income Reminder for the U.S. account, the Projected Amount goes back to 0 (i.e., it no longer includes foreign account amounts that still have an Income Reminder.)
Has anyone else encountered this and found a solution? The only workaround I’ve found is to delete the Income Reminder for the foreign account.
