Tax Planner Errors

When you do Report a Problem and select the option to provide a Sanitized file, Quicken will automatically create the Sanitized file so there is nothing you need to do in that regard.

Optionally, you can manually go to Help > Contact Support > Sanitize Data File Copy. Then you can attach the copied file to your reporting of the problem. But that's just more work for you.

The title of this thread is "Tax Planner Errors" but agree with @markus1957 that the primary issue here appears not to be a Tax Planner issue/error. It is an issue related to Reminders losing stability. The Tax Planner errors are symptoms of the issue, not the cause of the issue.

There still is the Tax Planner issue that I and @Jim_Harman both mentioned earlier in the thread where Tax Planner is not retaining manually entered edits thereby periodically requiring review and correction edits to be made but this does not appear to be the primary issue of this thread.

I told you how to create the Sanitized file as did @Quicken Anja. It's so simple…just go to Help > Report a Problem > give a brief description of the problem > check the box for Sanitized file and Quicken will do it for you as the report is being sent.

When you submit the report you can insert the URL for this discussion thread into the body of the text you enter to describe the issue. That will help the Development Team tie the report directly to this thread.

I have had enough direct communications with Development Team members and their leadership over the years to know that they really do pay a lot of attention to the reports that have been submitted. And the Moderators can also help to escalate issues that have been reported both via Report a Problem and via Quicken Support.

One at a time. Take care of this one first and then, at your leisure, report another at a later time. I think people who get the most frustrated with Quicken fall into 1 of 2 categories: (1) Those who try to fix every issue all at the same time and (2) those who never bother reporting any of the issues they are experiencing.

@petermartin1950 if a sanitized version of your working data file is too large to upload, about all you can do to help Quicken diagnose this problem is to see if you can tell what reliably triggers it.

As we have discussed above, it appears the there are at least 2 issues that cause Tax Planner results to get scrambled. One is that the tax planner settings sometimes change unexpectedly. I don't think that is the issue you are seeing.

The other issue is that split Reminders including paychecks sometimes get scrambled, and that in turn affects the Tab Planner results. I think that is the issue you are seeing. This appears to be related to syncing to the Quicken Cloud, but no one has yet been able to describe exactly what happens.

If someone can produce a test file that repeatedly causes this problem, that would be very helpful for the developers.

In the meantime, you can try disabling syncing and/or going through the recovery steps described by @markus1957 to see if that stops the problem you are seeing.

Please let us know what you find.

I set up a test file with one account, a split reminder for salary and withholding, and syncing enabled. This is a plain split Reminder, not created by the Paycheck Wizard. The split lines in the Reminder look like this

I made a template copy of the file and on the copy, did a Sync now on the Mobile and Web tab.

I checked the Reminder and the Tax Planner and nothing has changed.

Is there something else I need to do to trigger the scrambling - access the data via Quicken on the Web or something? I will continue to experiment.

[adding] I enabled Sync to cloud on closing, exited and restarted Quicken, and did a Sync now.

Now the order of the split lines in the Reminder has changed, but the amount for each split is still correct. The Tax Planner results have not changed. The reordered split lines look like this:

So I am able to replicate the reordering of the split lines after a Sync, but because the amount for each line is the same, the Tax Planner results are not affected.

@markus1957 when your splits get scrambled, what happens? Do the numbers stay the same but get assigned to the wrong categories, or what?

@Quicken Anja

I have sent a problem report in 2 parts with sanitized test files, referencing CBT-746. This demonstrates the scrambling of the split lines after syncing to the Quicken Cloud. The first part is before syncing and the second part is after, showing the scrambled split lines.