Another "why is the tax planner wrong" thread
EmKay
Quicken Windows Subscription Member ✭✭✭✭
I find the tax planner hard to use and confusing. I feel like I have to double-check EVERYTHING (which I would do anyway, but I feel like I *HAVE TO*) and really need to at least triple-check.
I hope I can paste this screen shot. Why is the tax planner estimating ira/pension distributions at one value (correct value) on the bottom, but then inserting a completely WRONG value up top? If I change to "User Entered" down below and then back to "Quicken data" it corrects itself - but I find myself having to do this, on many screens, and have to do it again and again after leaving the screen and coming back.


I hope I can paste this screen shot. Why is the tax planner estimating ira/pension distributions at one value (correct value) on the bottom, but then inserting a completely WRONG value up top? If I change to "User Entered" down below and then back to "Quicken data" it corrects itself - but I find myself having to do this, on many screens, and have to do it again and again after leaving the screen and coming back.

Quicken Classic Premier (Windows) R64.23 Build 27.1.64.23
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