Known Report Problems??

Mark Shafton
Mark Shafton Quicken Windows Subscription Member ✭✭✭
in Reports (Windows)

Just started running year end reports and the tax summary is incomplete. It is missing 2 of 4 quarterly state payments which are correctly listed and categorized in my register. It is also missing a federal tax pay again correctly listed and categorized. Is this a known issue? Are others having this issue? Quicken classic on window 11 all updates for windows and quicken installed. Thanks in advance!

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Best Answer

  • Mark Shafton
    Mark Shafton Quicken Windows Subscription Member ✭✭✭
    Answer ✓

    In all of these tests, I accidentally set 1/1/24 to 12/31/25. Since I reset the file every year, there are no 2024 transactions it my current file. HOWEVER, It DID properly report all of my 2025 transactions, so I can work with that but, there still seems to be a bug in reporting. FYI I also tried the predefined quicken tax report and it had the same errors when the 2025 dates were selected. Thanks everyone!

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    In your register, double-check the category used for the transactions and the tax line(s) assigned to that category.

    Because for Q to properly report 2, and not the other 2, points to a data-entry error more than anything, although it COULD be data file corruption also.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Mark Shafton
    Mark Shafton Quicken Windows Subscription Member ✭✭✭

    All transactions identical and categorized as tax using quicken pre defined state and federal tax categories. Categories all have the correct tax line identification. Validate reports file clean with no corruption detected. Thanks for the suggestions.

  • q_lurker
    q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭

    I'd delete and re-enter the transactions missing from the report(s).

    Anything common about the missing transactions vs included transactions? Account used for the payments, dates, Payees.

    If you enter a new duplicate transaction, does it get missed or picked up?

    Is this a saved report? If you recreate the report from scratch, do they get included?

  • Mark Shafton
    Mark Shafton Quicken Windows Subscription Member ✭✭✭

    This was a saved report and I deleted it and recreated but had the same issue. Everything about the 4 transactions is identical

  • Mark Shafton
    Mark Shafton Quicken Windows Subscription Member ✭✭✭

    Sorry it got cut off…identical except the dates , 4 quartely payments to the state. The last 2 show up and the first 2 do not. The stand alone federal payment does not show up. Not sure how to delete and recreate online payments without creating more issues. New transactions do appear, the problems seem to be in the first 6 months of 2025.

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    I assume you have checked the date range of the report to make sure it covers all of 2025?

    QWin Premier subscription
  • Mark Shafton
    Mark Shafton Quicken Windows Subscription Member ✭✭✭

    Yes :-) I have been using this for 20+ years. First time I ever had a problem with tax reporting

  • Mark Shafton
    Mark Shafton Quicken Windows Subscription Member ✭✭✭
    Answer ✓

    In all of these tests, I accidentally set 1/1/24 to 12/31/25. Since I reset the file every year, there are no 2024 transactions it my current file. HOWEVER, It DID properly report all of my 2025 transactions, so I can work with that but, there still seems to be a bug in reporting. FYI I also tried the predefined quicken tax report and it had the same errors when the 2025 dates were selected. Thanks everyone!

  • Q97
    Q97 Quicken Windows Subscription Member ✭✭✭✭

    A shot in the dark, but could the “missing” payments be getting attributed to the prior year (2024)? Do they show up in the report for 2024?

  • Mark Shafton
    Mark Shafton Quicken Windows Subscription Member ✭✭✭

    No real way to test it as the years are in separate files. I keep each year in a file.

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    But, in your current file, you can request a 2024 tax report … which is what @Q97 suggested.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Mark Shafton
    Mark Shafton Quicken Windows Subscription Member ✭✭✭

    I did not understand but do now and tested. If I select 1/1 to 12/31/24 only investment transactions appear. None of the payments show up. Thanks for clarifying.

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