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Tax Planner settings changing to Estimate or No Projected Amount - Again

Jim_Harman

Referring to this discussion, now closed, the problem happened to me again today after recording a stock sale with a capital gain. [See update below]

https://community.quicken.com/discussion/7971164/tax-planner-defaulting-to-estimate-or-no-projected-amount

Eight of my tax planner settings changed from Scheduled Bills and Deposits to Estimate based on YTD Daily Average or No Projected Amount.

I am running R67.7 and my data file is on my C drive. I had been running R67.7 for several days before the settings changed, so the problem was not caused by the software update.

I sure wish Quicken would fix this longstanding issue.

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Quicken Kristina

Hello @Jim_Harman,

Thank you for letting us know this issue happened again. To help troubleshoot, please provide more information:

Is this an intermittent issue?
- If it's not intermittent, what seems to trigger this behavior?
Do you sync your file with the Quicken Cloud?
Did the settings change after a bill/income reminder was edited, added, or removed?

I look forward to your reply!

Jim_Harman

Thanks for following up @Quicken Kristina

This only happens occasionally. I just looked over my notes of what I did shortly before this happened and did some experimenting.

If I do a File > Copy or backup file > Create a copy or template with the default settings except the Attachments box unchecked, the exact same problem happens again. The Tax Planner settings were changed in the original file but not in the copy.

The following Tax Planner settings were changed in the original file. The original settings were all "Scheduled Bills and Deposits."

Setting	Changed to
Interest/Dividend Income > Dividends	Estimate based on YTD average (YTD)
Other Income > Taxable IRA/Pension distributions	No Projected Amount (NPA)
Taxable Social Security Benefits	YTD
Deductions > Real Estate taxes	NPA
State/Local Tax > Estimated Payments	Use Per Pay Period Amount
Deductions > Charitable contributions	NPA
Withholding > Other Withholding	YTD
Tax Payments > Estimated Taxes	NPA

It does not appear that any other settings were changed.

I do not sync with the Quicken cloud, i.e. Edit > Preferences > Mobile & Web > Sync is turned off.

The setting change was not related to Bill/Income Reminder changes.

I hope this helps to resolve this longstanding problem.

Jim_Harman

Update:

I created a test file with one investing account, one security, one dividend income reminder and set the Tax planner Dividend income to "Scheduled bills and Deposits". I went to File > Copy or Backup file and made a copy of the file. In the Tax Planner in the original file, the setting for Dividends was changed to "Estimate based on YTD daily average."

Report sent.

Quicken Kristina

Thank you for the additional information,

I was able to replicate the issue when making a copy of the file. I forwarded the issue to the proper channels for further investigation and resolution. Thank you for already sending a problem report with log files attached and a sanitized file.

Thank you!

(CBT-1132)

Jim_Harman

Further update, in case it helps to find the problem:

I seldom use Copy or backup file to make a copy of my working Quicken file, and until recently I did not check the Tax Planner regularly to see if the settings had changed.

However I see that on 7/30/24 I made a copy of the file and I reported this problem on 8/3/24. That would indicate that this problem has existed at least since then.

Quicken Kristina

Thank you for the follow-up,

https://community.quicken.com/discussion/comment/20553173#Comment_20553173

Thank you for the additional information. I added it to the ticket.

Thank you!