Tax Planner: Withholdings Doesn't Allow Me to Select Scheduled Option

jfclague
jfclague Member ✭✭✭✭

Under the Tax Planner: Withholdings, I am unable to select the Scheduled Bills & Deposits option, it is greyed out. I am on Quicken Windows Classic, v64.25. I have tried rolling back to previous versions but it doesn't fix the issue.

Anyone have an idea how to fix this issue and I have reported the problem?

Thanks, Jim

Screenshot 2025-09-11 at 6.44.49 PM.png

Best Answer

  • jfclague
    jfclague Member ✭✭✭✭
    Answer ✓

    I ended up deleting the current Paycheck and recreated it, seems to be working now. So weird.

    Thanks

Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited September 11

    The Planner is saying that you do not have any future scheduled transactions with Categories that use the tax line item(s) covered by this section.

    Click on "View tax form line items used here" to see the Categories that apply.

    If you scroll down in the list of transactions at the bottom, the scheduled transactions will be in red.

    QWin Premier subscription
  • jfclague
    jfclague Member ✭✭✭✭

    It isn't showing any future withholdings even though I have a scheduled paycheck

    Screenshot 2025-09-12 at 11.42.35 AM.png
  • jfclague
    jfclague Member ✭✭✭✭
    Answer ✓

    I ended up deleting the current Paycheck and recreated it, seems to be working now. So weird.

    Thanks

  • Boatnmaniac
    Boatnmaniac Quicken Windows Subscription SuperUser, Windows Beta ✭✭✭✭✭

    Sometimes Reminders can get corrupted and the only fix, as you found it, is to delete it and then recreate it.

    The same thing sometimes happens with Saved Reports.

    Quicken Classic Premier (US) Subscription: R65.15 on Windows 11 Home

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