Tax Center Projected Tax amounts are zero [edited]

I’m just relieved they finally finally finally fixed the missing/disappearing budget problem few months ago. They’ve conditioned me to greatful for what does work.

I have this issue as well, but I assume they’ll get to when they are good and ready to fix what is another simple fix if they would prioritize.

I figured out the work around too. But why can’t the program work it out so we don’t have to🙂

same issue here - for months now

This problem still exists in R52.20.

Projected Tax still all zeros unless you open and close tax planner. Hard to recommend this app with simple to fix bugs that have been reported months ago but never fixed. But ya, glad they figured out the new logo quickly 🙄

Is this getting worse for others as well? I can't get Quicken to give me a consistent estimate anymore even after correcting the program's errors. Each time I try to correct the data in the Tax Planner something else changes and the amount due/owed fluctuates widely. Seriously Quicken, this is an internal programming issue. Why can't you guys fix your OWN programs?!??! Does anyone have any suggestions for migrating decades of Quicken data over to another more reliable program?

Hi Community,

I think all of us who utilize the Projected Tax Feature are frustrated with the same issue. When all you have to do is click on one of the tax items, get a simple summary and close to fix, it is clearly an easy fix or at least I hope so. Many of us suffered through disappearing budgets for over 2 years before the flaw was corrected. The Projected Tax problem should fixed ASAP no doubt, but since I suspect this is a memory management issue. I can wait a little longer if the fix doesn't corrupt other parts of the program. Interestingly, this Projected Tax problem seemed to occur shortly after the budget disappearing fix.

I know the current flaw is unacceptable, but I wish Quicken would communicate more frequently with the community keeping us posted to give us the feeling that they are "On it". The lack of communication leads to the feeling that they do not care. Instead, they should post weekly the issues they are working on with a status and perhaps some commentary. Programmers can assume we don't know anything, but we do and can handle delays to fixes with better communication.

Yes, I noticed that this morning. Finally!

I would concur that Tax Planner/Projected Tax is not working correctly as well. When I bring up Tax Planner, it was showing a value for Net Taxable Capital Gains and Losses that was $927 higher than what appeared in Projected Tax, resulting in a discrepancy in Remaining Tax Due between the two. Manually entering a LT Loss Carryover of $927 in Tax Planner resulted in Tax Due amounts matching, which would indicate to me that the discrepancy in Net Capital Gains/Losses is the culprit. Just an aside, when I initially went into Tax Planner, it had amounts corresponding to Quicken Data (from 2023) for both LT and ST carryovers. After selecting User Entered and manually entering 0, the ability to switch back to Quicken Data (from 2023) was grayed out. I'm content with this, as in actuality I have no carryover losses, but the figure that was originally there for both ST & LT carryover was way out of line. Not sure where that would come from.

Update - after closing Quicken and restarting, it appears that Tax Planner/Projected Tax are now coordinated. Beware on the first time thru though.

I don't have the same problem. It's still wonky though. When I looked to verify my response to @SPietroske, my realized gains matched both in Tax Planner & Projected Tax. My Int & Div Income, and thus Remaining Tax Due were out of sync though. The old "fix" of opening Tax Planner and then closing brought both back into sync, but this is an annoying problem. Just verified and the discrepancy was a result of (2) dividend transactions downloaded and accepted during this session. I would guess that Quicken is not bringing Tax Planner and Projected Tax into sync within a single session - to confirm I'll wait until next time I have brokerage transactions, screen shot Projected Tax, close Quicken and reopen to see if Projected Tax changes (have to do it this way, as opening Tax Planner will bring them back into sync. Is it possible that your Realized Gain discrepancy was on a day when you had just downloaded buy(s)/sell(s) from your brokerage account? Time to contact Aquiline Capital Partners (current owners of Quicken) to make them aware (they might not care) of the ongoing problems at Quicken.