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"Tax schedule" option has disappeared

mellivora

Hi - I'm trying to follow the instructions in this post:

Some Tax line items (IRA distributions) not showing up in Tax Schedule and Tax Summary reports - Quicken

And it refers to a "Tax Schedule" button that is no longer available. I've done this before so I know it used to be there - can anyone shed any light on this? Please see screenshot below (I cleared the account info fields before taking the screenshot - they're still there in reality) - the button used to sit between "Delete Account" and "Fees" but as you can see there's an empty spot now. Thanks in advance!

2026-05-22 screenshot 001.png

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Comments

MHSwizzleStick

See this:

https://community.quicken.com/discussion/comment/20410420#Comment_20410420

Boatnmaniac

(Removed post as it was redundant.)

mellivora

Wow, yes - that was the issue. Thank you so much - that would have been basically impossible to troubleshoot on my own. What a weird design decision. From that thread, it looks like Quicken had been alerted to this problem, but over two years later it's still there.

mshiggins

@mellivora I am curious why you would choose to turn off the Planning tab? Were you not interested in using Quicken’s planning features, like budgeting, debt reduction, retirement, or tax estimation?

UKR

I'd be even more curious to learn why a programmer would see the need to make the appearance of the Tax Schedule button conditional depending on the View / Tabs to Show / Planning selection.

Any programmers care to explain?

Can this be changed?

mshiggins

Tax Schedule is related to tax planning. I am not understanding why it would not be controlled via the Planning tab.

NotACPA

In reviewing this, I just experienced the same thing.

SO WEIRD!

UKR

If you must make the Tax Schedule button dependent on something, it should be the feature level, Deluxe or higher(*), not the presence or absence of a View Tab.

(*) Deluxe or higher, because it allows investment accounts. Starter doesn't.
And if you take this logic a step further … because you can't have investment accounts in Starter, making the button conditional is meaningless. It should appear regardless of view tab, feature levels,

mshiggins

They would have to discard the current method of enabling/disabling groups of related features and reports that are currently controlled by viewing/hiding various tabs. Seems inefficient to me 🤷‍♀️