Tax Planner Errors

petermartin1950 · January 27

Windows User for 2026 subscription. Been using Quicken since 1994.

Whats going on with Quicken lately?

Today I saw incredible errors in the tax planner.

Scheduled estimated tax payments is messed up the scheduled amount is $28,000 and the Planner shows $112,000
Taxable SS Income is scheduled monthly for a total of $50,817.6 and the Planner shows $57,248
This is nuts…

Anyone else using Tax Planner with this crazy stuff going on?

Quicken Kristina · January 27

Hello @petermartin1950,

Thank you for letting us know you're encountering this problem. To help troubleshoot, please provide more information:

Did you first notice this issue today?
When you encountered this problem, were you setting up the Tax Planner in Quicken for the first time?
- If not, when was the last time it was showing correct information?
Are you able to see any obvious indication of what is throwing it off, such as duplicate or missing transactions?

I look forward to your reply!

Pedro504 · January 27

My recent experience with TaxPlanner for 2026 was similar however now it's corrected itself.

When my 2026 pension, social security and 401k income was planned as an Income Reminder, TaxPlanner appeared to be looking back at 2025 data and the calculations were incorrect.

Once actual transactions for each income category downloaded this month (and I accepted them) everything looked normal.

Hope this helps!

petermartin1950 · January 28

As I said, Ive been a Quicken user since 1994. This issue occurred the day I asked the question…Jan. 27, 2026.

There is no obvious reason for the error. I've edited the scheduled transactions to no avail. The error is also occurring with the State Income tax scheduled transaction.

There are other errors in Quicken. Too many to write up for a programmer to trouble shoot. Very frustrating. The program seems to be losing reliability. I am more than glad to discuss with someone over the phone and allow Quicken to enter my computer to see the issues in real time.

Boatnmaniac · January 28

I've noticed that sometimes Tax Planner (TP) sometimes randomly changes the option I selected to one of the other options. That, can cause some significant errors in TP's projections. It does not happen a lot but every few days I will find that the TP projection of tax refund or tax owed was changed from the last Quicken session. That prompts me to review every section of TP and it's always been found that this issue occurred in just 1 or 2 sections. I fix those and everything if fine, again, for a few days and then the same thing happens in a different 1 or 2 sections. So, yeah, there does seem to be some reliability/instability issues with the 2026 TP.

Other than this it seems to me that TP is functioning normally.

I should also state that for the first 1-2 months of just about every year I usually experience at least one TP stability/reliability issue. I usually just ride it out for the 1st couple of months and then everything seems to be self-resolved.

petermartin1950 · January 28

I've suffered through this same glitch in the TP. Frustrating and renders the program unreliable for the intended purpose. Further, the TP does not work until I cancel the multiple requests to insert a program disk I don't have as the 2026 purchase is a download

Boatnmaniac · January 28

https://community.quicken.com/discussion/comment/20534891#Comment_20534891

You should not be getting any requests to insert a program disk. When that request comes up it indicates there is a good chance the last version update was not correctly or completely installed. If this is the case, then using Windows to uninstall Quicken, then downloading/installing a fresh copy of the installation file from either your online Quicken.com account or from https://www.quicken.com/support/how-do-i-download-quicken-quickencom-after-i-buy-it/ will usually resolve that issue. (This will not affect your data file, your Preference settings, your online services nor your saved customized reports.)

And maybe, just maybe, it might also resolve the issue you are seeing with TP.

petermartin1950 · January 29

I reinstalled Quicken as suggested. Program does not request to install missing components anymore. However, the program errors in Scheduled Federal Tax Pmts continue. Four Scheduled amounts of $7,000 for Federal Est. Tax Pmts post as $112,000 in the Tax Planner Summary page while appearing correctly in the Estimated detail at the bottom of the page. The State Tax Est Pmts now appear correctly in the Summary page.

Boatnmaniac · January 29

https://community.quicken.com/discussion/comment/20535018#Comment_20535018

Glad to hear that my prior post resolved the one issue that it was intended to address: The "install missing components" error message.

As mentioned, it was a stretch of a wish that reinstalling Quicken might also fix the TP issues. So if the State Tax Est Pmts is fixed that is a partial win.

As far as the Fed Est Tax Pmts goes: I set up 4 scheduled amts of $7K each in a test file and it correctly showed $28K for the year on both the detail view and on the summary view. I'll play around with it some more to see if there is something that I'm missing.

Jim_Harman · January 31

I am also seeing changed settings in the Tax Planner as described by @Boatnmaniac above. After entering month-end dividends, several of my settings were changed from "Scheduled bills and Deposits" to one of the other settings.

I run the Tax Planner periodically to look for any significant changes in the tax or refund due. When there is a change, I must go through all the settings and correct whatever has changed. Very annoying!

I have not installed any updates since I carefully set up these settings a couple of weeks ago, but I did open a backup file and then returned to my current working file.

After correcting the settings, I ran a Validate and Repair and it did did not find any problems or affect the Planner settings.

Tax Planner Errors

Answers

Categories