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Tax Planner: Withholdings Doesn't Allow Me to Select Scheduled Option

jfclague

Under the Tax Planner: Withholdings, I am unable to select the Scheduled Bills & Deposits option, it is greyed out. I am on Quicken Windows Classic, v64.25. I have tried rolling back to previous versions but it doesn't fix the issue.

Anyone have an idea how to fix this issue and I have reported the problem?

Thanks, Jim

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Accepted answers

jfclague

I ended up deleting the current Paycheck and recreated it, seems to be working now. So weird.

Thanks

All comments

Jim_Harman

The Planner is saying that you do not have any future scheduled transactions with Categories that use the tax line item(s) covered by this section.

Click on "View tax form line items used here" to see the Categories that apply.

If you scroll down in the list of transactions at the bottom, the scheduled transactions will be in red.

jfclague

https://community.quicken.com/discussion/comment/20508979#Comment_20508979

It isn't showing any future withholdings even though I have a scheduled paycheck

Screenshot 2025-09-12 at 11.42.35 AM.png

jfclague

I ended up deleting the current Paycheck and recreated it, seems to be working now. So weird.

Thanks

Boatnmaniac

https://community.quicken.com/discussion/comment/20509069#Comment_20509069

Sometimes Reminders can get corrupted and the only fix, as you found it, is to delete it and then recreate it.

The same thing sometimes happens with Saved Reports.