Tax planner does not include correct paycheck info
Answers
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I'm having the same issue as well on version R63.21.
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Jeff35578 - You should roll back to version R62.16. Tax planner follows paycheck wages correctly in this previous version (but of course, does not contain the current set changes to tax law in the recently passed BB bill). There are instructions earlier in this thread for how to roll back to a previous Quicken version.
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Personally I long ago stopped believing that Quicken’s tax features are good for anything other than a ballpark figure.Signature:
This is my website (ImportQIF is free to use):2 -
In my experience using Quicken (> 30 years) the inaccuracies in Tax Planner are due to entries that must be entered manually under "User Entered." Things like "Extra Medicare Tax" (from Obamacare) and "Foreign Tax Paid Credit" (from foreign investment funds). There are many other examples of taxes and credits not tracked by Quicken. These things cannot be calculated by Quicken and all the "Source for Projected Amount" options are greyed out. When the "view tax form line items used here" link in Tax Planner is clicked, the window that opens is blank. These amounts are generally from lines 21 and 23 on Form 1040. These amounts must be estimated and entered manually under "User Entered" during the year to make the Tax Planner projection useful.
Many new 2025 tax changes from the BB Bill are now set and known and can be updated in the program's Tax Planner calculations. This is what I'm hoping to see soon when Tax Planner is fixed / updated.
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Well, from past experience, this just isn't going to happen, we are lucky if they even get it updated by the end of the year.
Personally, I think you are better off modelling your taxes in a tax program.
BTW another thing the that can make thing wrong is the fact that the paycheck reminder has no possibility for an end date. It assumes that your income/taxes will remain the same for the rest of the year, which isn't the case for all people.
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This is my website (ImportQIF is free to use):0 -
I've tried other tax planning platforms, they all have the same limitations… I'm just a guy who doesn't want to pay an accountant :)
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FWIW, the NIIT "Extra Medicare Tax" is incorporated into the Tax Planner and is automatically calculated.
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I have had Tax Planner issues for many years, and posted on these issues or reported them probably dozens of times. Most of the errors were tied to scheduled split income transactions (pension and Social Security).
I installed R62.16 on April 2, now three months ago. Since then, Tax Planner has been completely free of errors for me. This is by far the longest it's ever run trouble free for me.
Running Quicken Premier Classic, now R63.21, on Windows 11 insider beta version.
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@Ray Cosner Now that you are running R63.21, Is the Tax Planner still handling Wage/Salary income from the Paycheck Wizard correctly?
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I have not used the Paycheck Wizard since I retired - 10 years ago. I set up my recurring income (pension, Social Security) as saved recurring transactions with splits for deductions of tax withholding and Medicare premiums.
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I rolled back to 62.16 because of the issue and now it is working correctly again.
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has this been fixed in new version 9.7.7 ??
im using 9.5.6.6 to work around this issue and wondering if i can update?
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Please confirm which Quicken Classic you are running and the version of it.
9.7.7/9.5.6.6 are not Quicken Classic for Windows versions and from what I'm seeing in Quicken Support they are not versions for Quicken Classic for Mac, either.
Quicken Classic Premier (US) Subscription: R65.15 on Windows 11 Home
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Quicken Classic Deluxe
Version R62.16
Build 27.1.62.16
Currently using this version due to Tax Planner paycheck bug
Sorry for the confusion
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No problem. Thanks for clarifying.
Quicken has not released a new version beyond R63.21, yet, and a new version is what will be needed to fix this issue.
Quicken also never announces in advance when new versions will be released. So, we just need to sit tight and wait until we see the Announcement of the next new version posted in this Community or when the software notifies us that a new version is available for downloading. We can also periodically view the Manual Patch Update Support Article webpage to see when a new version is available for downloading: .
Quicken Classic Premier (US) Subscription: R65.15 on Windows 11 Home
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Do we have any updates on this issue?
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The only option to eliminate this issue at this time is to roll back the version from R63.21 to R62.16. How to do this is posted on page 1 of this thread. There is also information posted there advising what can be done to keep Quicken from automatically updating the installed version so that one does not find that after rolling back to R62.16 their installation is suddenly updated to to R63.21, again.
We will not be getting any information about when Quicken will roll out a new version that might fix the issue until the version is released. So those who do not wish to roll back to R62.16 will need to wait to see if the fix is included in the next version release.
Quicken Classic Premier (US) Subscription: R65.15 on Windows 11 Home
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Has anyone tried Version R64.19 (US Versions, August 2025)?
Do we think this is the fix for this issue?
FIXED - Tax Planner supporting detail list omits wage items.
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It should be but be careful if you are using splits in Income Reminders as there may be an issue with those getting jumbled when using the Mobile Sync ON setting.
Adding- sorry, don't shoot the messenger. We'll know in a few days as the release gets wider distribution. I'm not going to test it again as it was a pain to recognize and cleanup.
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Hi chiming in here, experiencing same issue with R63.21, in the Tax planner in Wages section, Scheduled Bills and Deposits is greyed out, and it is instead using "Estimate Based on YTD Daily Average" which is grossly overestimating.
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I just did a quick check. R64.19 fixed the issue for me.
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where do we find R64.19 to download?
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Does anyone know - does R64.19 include any "BB Bill" tax law changes for 2025 tax year in Tax Planner?
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Hello @Ducati,
Thank you for reaching out with this question. According to our release notes, the following tax updates were made:
- IMPROVED - SALT (State and Local Tax) deduction cap in Tax Estimator updated for 2025 law.
- IMPROVED - Updated standard deductions.
I hope this helps!
Quicken Kristina
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R64.19 update. My Tax Planner paycheck problems are resolved with this new version. Also, I live in MN (a high state tax state) and my itemized deductions have been updated in Tax Planner to include the new SALT deductions for 2025 - my itemized deductions now exceed the standard deduction.
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This link contains all up to date versions for Windows.
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Looking forward to the fix, will wait until its available via "Check for Updates", as of now it's not available to me yet
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You can download and install the Manual Patch Update file for R64.19 from . I actually prefer updating my Quicken installation by doing this instead of using Quicken to perform the version update. It seems to produce more reliable updates with fewer update issues.
Quicken Classic Premier (US) Subscription: R65.15 on Windows 11 Home
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@Boatnmaniac thanks updated this way and the tax planner issue is fixed
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