The Tax Planner doesn't use the changed "next instance" for scheduled reminders

I have noticed this issue many times over many years. It happens every time when making a change to the next instance of a recurring Reminder. It is not a hit-or-miss random issue.

If I then decide to keep the edited instance and enter it into the account register, then the change will be properly captured in Tax Planner.

BTW, the edited next instance of the Recurring Reminder will be properly reflected in account registers when they are set to show Reminders.

I know I reported this issue many years ago but haven't followed up on it since then. For me it is usually only an issue from mid-Dec through mid-Feb when finalizing plans for end of year taxes, IRA distributions and Roth IRA Conversions which is then followed by budgetary planning for the next year and then followed by tax returns. By the time I get through all of this I tend to forget about this issue until the next Dec when that planning and reporting process starts all over, again.

When I created a one-time reminder and updated it, the new amount updated in the Tax Planner.

I, too, have noticed this issue only happens with recurring Reminders, not one-time reminders.

This issue is still not resolved in R65.29. If you have a Reminder that is set to Remind me, not Auto accept, and you enter or skip an upcoming Reminder, the Tax Planner handles it correctly. But if you edit the next instance, it uses the ongoing Reminder amount, not the edited amount for the next instance.

This is not a recalculation issue; it continues after restarting Quicken.

Steps to replicate:

1. Set a quarterly Dividend reminder in an investment account for $1,000.
2. On the Bills and Income tab, edit the next instance to $500.
3. In the Tax Planner, go to the Interest/Dividend Inc section and select Dividends.
4. In the Detail section at the bottom, select Quicken data and Scheduled bills and deposits.
5. Observe that the list of Scheduled transactions (in red) shows the next instance of the dividend as $1,000, not $500.

This affects me because I have several taxable dividends that are paid on different dates near the end of the year. I have a Reminder set for the total estimated amount of the dividends. When I have received and entered some but not all of the dividends, I adjust the December Reminder to reflect the portion I have received. The Tax Planner uses the full estimated amount plus the amount already received, which is wrong.

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