Capital Gains Estimator

MMinderbinder
MMinderbinder Quicken Windows Subscription Member ✭✭
edited December 17 in Investing (Windows)

Trying to do my final year end tax planning and running the capital gains estimator doesn't seem to be bringing in current year capital gains results in order to use the "offset YTD gains" under the custom options. When I click the start search, I receive the message "You have no realized capital gains to offset but you have requested money from your holdings. Continue anyway?" Options are yes and no.

When I click Yes, it brings me back to the "What should I sell?" prompt where the start option is available, so it doesn't allow any functionality. I have existing current year capital gains that are in my Schedule D-Capital Gains and Losses Tax Reporting.

Anyone else having issue with the Capital Gains Estimator functionality not performing?

I am on R65.17 Build 27.1.65.17 Quicken Classic Premier

Thanks!

Quicken user since 1993

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Comments

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @MMinderbinder,

    Thanks for the detailed description of what you’re experiencing.

    To help us narrow down what might be causing this behavior, could you please provide a bit more information?

    • Where is your Quicken data file stored? Is it on your local hard drive (C: drive), or is it stored in a cloud-synced or external location such as OneDrive, Dropbox, or a USB drive?
    • Have you tried any troubleshooting steps so far? If so, please let us know what you’ve already attempted and whether it made any difference.
    • When did this issue first start occurring?
    • Were there any recent changes to your system or Quicken setup prior to this starting (for example, a Quicken update, Windows update, or new software installation)?

    Additionally, if possible, please include screenshots of what you are seeing.

    If needed, you can refer to this Community FAQ for instructions on how to attach screenshots, or you may drag and drop them directly into your reply if the option is unavailable.

    Once we have this information, we’ll be in a better position to investigate further.

    Thank you!

    -Quicken Anja
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  • markus1957
    markus1957 Quicken Windows Subscription SuperUser, Windows Beta Beta

    My gains are showing up in the Estimator but the automated "Offset YTD Gains" option provides a junk selection. I can manually select lots to accomplish the goal of tax loss harvesting to offset YTD gains.

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