Tax Planner Defaulting to Estimate or No Projected Amount

Tammy Van Buren

Whenever I use tax planner, the amounts are defaulting to either Estimate Based on YTD Daily Average or No Projected Amount. I have to change these settings every time I use the this function. I originally thought it was due to the start of the year, but it hasn't changed. It does not save even when the file is backed up. Also, my scheduled income transactions are still defaulting to $0.00 until I access them, and then after the transaction is opened, I just hit enter, and it corrects itself for that session only.

Fidelity 401(k) prices are still not updating, and I have to update them manually.

I have installed the patch, validated and super validated, submitted problem reports, and nothing seems to fix these issues.

What is going on, and when is all of this going to get corrected?

[Edited - Readability]

Quicken Kristina

Hello @Tammy Van Buren,

Thank you for sharing your experience. To clarify, are you wanting the Tax Planner to be based on Scheduled Bills and Deposits, but it keeps changing to one of the other two options? If that is what is happening, is there anything that seems to trigger this behavior, such as running One Step Update, syncing with the cloud, and/or closing and reopening Quicken?

The income reminders changing to 0.00 until you access them might be a known issue (CTP-15510). Does this happen after you run One Step Update?

I look forward to your response!

Jim_Harman

@Tammy Van Buren I have observed that if the Tax Planner settings are not sticky, doing a File > Validate and repair file with the Validate option selected will report that it corrected a scheduled transaction.

After that, hopefully the Tax Planner settings will be saved properly.

Always back up your data file before doing a Validate and Repair, just in case it makes things worse.

Please let us know if that fixes it for you.