tax planner: It NEVER works 2018-06-17T01:23:04Z 2017-05-13T20:25:03Z 7518334 7518334 tax planner: It NEVER works 2018-06-17T01:23:04Z 2017-05-13T20:25:03Z Rick rick_2fo4y7fqsrjca 1. Tax Planner does NOT show anything vaguely resembling my actual, projected, or annual WAGES or WITHHOLDING.&nbsp;<br />2. Tax Planner shows 2016 data for DEDUCTIONS.&nbsp;<img src="" /><br />&nbsp;<img src="" title="Image:" /><br /><br />This has been happening for YEARS and I've reached out to customer service several times, but no one knows how to fix it. I've had them copy my data file...and somehow they screwed that up. They've had me delete and reinstall Quicken (that was a doozy because they changed some settings that didn't allow me to access my stored passwords). NOTHING fixes this issue. Not sure what the fix is, but I'm tired of forking out $100 every "upgrade" when it doesn't resolve the problem and the only "upgrade" is changing the names of categories and screen colors. You folks at Quicken NEVER ADDRESS THE UNDERLYING ISSUES.&nbsp;<br />Yes, I'm a wee-bit peeved.&nbsp; problem a_quicken_for_windows_2016 a_quicken_for_windows_2016, using_planning_tools, using_planning_tools_using_the_retirement_or_tax_features active 59 17 8 comment 18657761 gmalis1 responded to "tax planner: It NEVER works" 2017-05-13T20:34:03Z 2017-05-13T20:34:03Z gmalis1 gmalis1 Funny (or not funny, depending how you look at it), I have the SAME problem with the 2017 Tax Planner but only for my Deductible Contributions. &nbsp;It doesn't have the "toggle" to 2017...only 2016.<br /><br />But only that one particular tax line item.<br /><br />Not sure how to ever fix I've just set it to zero for the time being. &nbsp;And I'll manually have to add this in as I make the contributions.<br /><br /><br /><img src="" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1596255/RackMultipart20170513-101165-6qlyot-Screen_Shot_2017-05-13_at_13145_PM_inlinepng1494707617" /> 0 18658312 QPW responded to "tax planner: It NEVER works" 2017-05-14T06:16:28Z 2017-05-14T06:16:28Z QPW qpw I have often commented on the fact that the Tax Planner is one of the "long forgotten" features that really needs an update.&nbsp; It was created back in the "The Desktop is the Internet" era (late 1990s) and the GUI is actually a web page generated by ActiveX (which has long since been deem "unsafe").&nbsp; But more to the point even though from time to time they update the tax tables, and even fix some of the calculations (recently they did that) it is really the GUI that has most of the problems!<br /><br />Besides the problem you have pointed out their is the famous ones where you set something, and as soon as you leave it switches to some other setting.&nbsp; Or I have seen it about $3000 current transactions and $3000 future transactions, and the line in the details is fine, but the total line above is about $22,000.<br /><br />And as far as I can tell it is doing something like this.&nbsp; Quicken calls the "GUI" through ActiveX and it is what you see above and interact with, and that is displayed in Quicken by using the embedded IE web browser. The information is then sent back to Quicken, where the actual calculations are being done.&nbsp; So you have this extremely complicate system just to create the GUI, and it is even using fixed size tables and such that are getting cut off in Quicken 2017 at various places.<br /><br />All for the sake of the old out of date idea that the web pages should extend into a Desktop application, when this wouldn't be that complicate of user interface just to do in regular GUI library functions. 0 18658777 gmalis1 responded to "tax planner: It NEVER works" 2017-05-14T16:25:02Z 2017-05-14T16:25:02Z gmalis1 gmalis1 Not sure exactly what you said...<br /><br />But our issue is that 2016 data leaks into 2017 tax planning.<br /><br />And what I can't figure out is why is mine only one distinct deduction (contributions, only) while his seems to be ALL deductions set to 2016.<br /><br />How in the world does that happen...with two different errors using the same software year and version? &nbsp;Doesn't the tax planner, whether its from SpaceX or PlanetX, download the same darned GUI for EVERYONE? 0 18659000 QPW responded to "tax planner: It NEVER works" 2017-05-14T19:15:47Z 2017-05-14T19:15:47Z QPW qpw The problem I was talking about for my recent data is like Rick's second example.<br />Notice in that one int the details he has an actual of 21,614, and a projected about of 67,240 for a total of 88,854, but that number isn't transferred to the total at the top, which has that strange 37,038.<br /><br />If you play with a bit by changing what is selected and such you can get it to display the right amount.&nbsp; But most of the time if you close the Tax Planner and come back you will see that it does save, and goes back to the crazy number.<br /><br />And over the years I have seen and lots of people have reported that they will do something like set it to scheduled Bills and Deposits, and if they close and come back it will not save properly and be back to what was set before.<br /><br />To me these all look like GUI or "data transfer problems".&nbsp; As something in the GUI or the transfer of the settings and data doesn't "stick" or get to the right places.<br /><br />In a normal GUI something like this would almost never happen because the interface for exchanging the data is much simpler.<br /><br />In other words.&nbsp; The GUI itself suffers from problems like fixed size boxes for tables and such, but the real big problem is that the flow of data and settings between Quicken and this GUI system is much more complicated then it needs to be.&nbsp; The result is that it behaves differently from one person to the next, and even from one session of running Quicken to the next. 2 18667892 markus1957 responded to "tax planner: It NEVER works" 2017-05-17T21:56:03Z 2017-05-17T21:56:03Z markus1957 markus1957 I have noticed the sticky number issue if setting a user defined value other than zero, but I've always gotten it to clear and display correctly. The planner is extremely sensitive to record corruption. Wacky behavior like that described by the OP does not occur in a new data file. Tracking down the corrupt records is currently the only way to clear this type of error in planner. File validation and resetting planner to defaults can help in some cases.<br /><br />Q17 provides the most accurate estimate of tax owed in many years. 2 18668245 gmalis1 responded to "tax planner: It NEVER works" 2017-05-18T01:05:52Z 2017-05-18T01:05:52Z gmalis1 gmalis1 My issue isn't the's the fact that it insists on using 2016 data for my cash contributions instead of 2017 data. &nbsp;It even says so in the descriptor line...Quicken Data (from 2016).<br /><br />And the transactions below that are from 2016.<br /><br />ALL the other deductions state Quicken Data (from 2017).<br /><br />That's just plain wrong. &nbsp; 0 18668259 markus1957 responded to "tax planner: It NEVER works" 2017-05-18T01:18:30Z 2017-05-18T01:18:30Z markus1957 markus1957 And I think you will find it relates to some form of corruption in your data file. Create a test file and enter a few deductions manually. They will show up as expected. Normally, you only see what you are experiencing when there are no transactions for 2017 yet recorded for the tax line. Try entering a scheduled transaction for that tax line. It should&nbsp;show up and also suppress the 2016 values. 0 18668271 gmalis1 responded to "tax planner: It NEVER works" 2017-05-18T01:25:06Z 2017-05-18T01:25:06Z gmalis1 gmalis1 BINGO! &nbsp;I had no entries for charitable contributions so far in 2017.<br /><br />When I entered a dummy transaction with that category, the Tax Planner changed to Quicken Data for 2017.<br /><br />Thanks...I learned something today! 3 18669162 markus1957 responded to "tax planner: It NEVER works" 2017-05-18T12:33:39Z 2017-05-18T12:33:39Z markus1957 markus1957 Rick, based on the screen shot you do not appear to be using the Paycheck Wizard to schedule your salary and paycheck deductions. Try using that instead of custom splits. 1 18757983 Rick responded to "tax planner: It NEVER works" 2017-06-24T17:15:10Z 2017-06-24T17:15:10Z Rick rick_2fo4y7fqsrjca I used the wizard. 0 18773607 Rick responded to "tax planner: It NEVER works" 2017-07-01T17:41:20Z 2017-07-01T17:41:20Z Rick rick_2fo4y7fqsrjca At least when I click on one of the splits, it takes me to the screen that the wiz uses? IDK 0 18773616 NotACPA - QW HBRP 2018 responded to "tax planner: It NEVER works" 2017-07-01T17:46:45Z 2017-07-01T17:46:45Z NotACPA - QW HBRP 2018 notacpa_8wchoth4cq4gm @markus1957, I don't understand how you got to the conclusion that the Paycheck Wizard isn't being used.&nbsp; Because, in my copy of the Tax Planner, it shows individual splits for my wife's paycheck ... exactly the same as Rick shows.<br /><br />The Paycheck Wizard is, simply, a form.&nbsp; The transaction that it creates is a split transaction, just the same as any other split transaction. 1 18773627 Rick responded to "tax planner: It NEVER works" 2017-07-01T17:58:25Z 2017-07-01T17:58:25Z Rick rick_2fo4y7fqsrjca <img src="" title="Image:" /> 0 18888074 George P responded to "tax planner: It NEVER works" 2017-08-19T15:51:14Z 2017-08-19T15:51:14Z George P george_p_ed7teihkquhkj At least I am not the only one having the problem. My tax liability swings from owing $7k to an $8k refund. I feel like its a random number generator. Tax planning is one area where I have failed miserably. At one point I did get the tax planner in TaxCut to reconcile with the Quicken Tax Planner, but that went away next time I opened the program. Frustrating. I just paid a professional to review my returns and to plan for next year. Not cheap. Quicken needs to fix this or get rid of the Tax Planner. 0 18888207 markus1957 responded to "tax planner: It NEVER works" 2017-08-19T17:26:52Z 2017-08-19T17:26:52Z markus1957 markus1957 Paycheck wizard is a special type of Split with its own form structure. It is not the same as any other split. This is evidenced when you open the "split" of a paycheck in the register. The standard split window does not open, the special paycheck split form window opens. If you open the split of a paycheck entry in the register and see a standard split form, either you didn't use the paycheck wizard or there is something wrong. 1 18904526 untmdsprt responded to "tax planner: It NEVER works" 2017-08-26T13:54:45Z 2017-08-26T13:54:45Z untmdsprt untmdsprt Well they fixed it somewhat as it doesn't show anything now! Thanks a lot! Tax planner overview shows 2016, and I'll be making close to $60K (I wish!)<br /><br />When I try to go into the scenarios, I get a screen with a picture placeholder icon. 0 19152405 John Smith responded to "tax planner: It NEVER works" 2017-12-09T23:52:31Z 2017-12-09T23:52:31Z John Smith john_smith_anl5jgq89udmf The tax planner just isn't working properly - it often miscalculates, doesn't correctly import data from the program.&nbsp; (By the way, it's been that way for years.)<br />I just got a preliminary K-1 estimating 10,000 in short term capital gains on an investment - I manually entered it into the tax planner and absolutely nothing happened - no change in tax; I removed it - nothing; I put the 10k back in - nothing.&nbsp; The tax due should change.&nbsp; Something is wrong. 0 19152677 markus1957 responded to "tax planner: It NEVER works" 2017-12-10T06:57:05Z 2017-12-10T06:57:05Z markus1957 markus1957 If you assign a tax line used in Tax Planner to the category or use the Category shown below it will report the income and tax accordingly in the planner. All my _STCapGnDst entries are reporting correctly in Tax Planner. 0 19152992 John Smith responded to "tax planner: It NEVER works" 2017-12-10T15:27:54Z 2017-12-10T15:27:54Z John Smith john_smith_anl5jgq89udmf I understand - but leaving aside the reporting, when I manually enter it in Tax Planner (either checking "User Entered" and entering the amount there, or as an adjustment to Quicken Data) the Tax Planner does not reflect it.<br />I know that net short term capital gains are taxed as ordinary income so it should increase my tax (or reduce my refund) but it doesn't - absolutely nothing changes when I enter the amount, no matter how entered. 0 19153101 markus1957 responded to "tax planner: It NEVER works" 2017-12-10T16:43:15Z 2017-12-10T16:43:15Z markus1957 markus1957 Including manual adjustments in STCG section of Tax Planner and/or User Entries. You might try the Mondo patch or look into data file corruption because in QW2018 Tax Planner is providing a spot on estimate for 2017 tax projections. <br /><br />A side note- a manual entry of a STCG should also increase your AGI so if you are not seeing that in Tax Planner, the entry is not being recognized for one of the reasons I listed above; software installation or data file corruption. 0 19153196 John Smith responded to "tax planner: It NEVER works" 2017-12-10T17:47:32Z 2017-12-10T17:47:32Z John Smith john_smith_anl5jgq89udmf Thank you.&nbsp; We'll give those a try. 0 19199903 Meredith P, Q2018 Win, Win 10, used since 2000 responded to "tax planner: It NEVER works" 2017-12-29T23:32:32Z 2017-12-29T23:32:32Z Meredith P, Q2018 Win, Win 10, used since 2000 meredithpiatt No, it never works.&nbsp; I'm trying to get an idea about my tax situation, and the Quciken numbers keep changing OR don't show up in Tax Planner until I change to "user entered" and then change back.&nbsp; I thought that Q2018 was going to be so much better, but when we really need 2017 numbers to be close, I find that they don't show up and I have wild swings in my tax liability.&nbsp; I don't care that 2018 isn't there yet.&nbsp; But there's no excuse for 2017 not to reflect the numbers that are ALREADY IN QUICKEN.&nbsp; Well, I guess the excuse is that the tax planner has never worked - at least that's been my experience.&nbsp; I've only used it since 2000 though. 0 19201975 John Smith responded to "tax planner: It NEVER works" 2017-12-31T00:56:22Z 2017-12-31T00:56:22Z John Smith john_smith_anl5jgq89udmf Exactly what has been happening to me since I started using quicken in 1999!!!&nbsp; Sometimes the numbers are actually correct, but there is no way of being sure because they keep changing and jumping around and are completely unreliable.&nbsp; VERY unfortunate. 0 19202121 B Hawks QWin and QMac 2017 responded to "tax planner: It NEVER works" 2017-12-31T03:24:41Z 2017-12-31T03:24:41Z B Hawks QWin and QMac 2017 b_hawks Download Tax Caster on your smartphone. <br /><br /> It works well for a close estimate. 0 19222250 Meredith P, Q2018 Win, Win 10, used since 2000 responded to "tax planner: It NEVER works" 2018-01-08T18:02:44Z 2018-01-08T18:02:44Z Meredith P, Q2018 Win, Win 10, used since 2000 meredithpiatt I have a question regarding the "Community" and problems that have been going on for as long as I've used Quicken.&nbsp; Now that Quicken is independent of Intuit, and supposedly more resources are being thrown at it, has anyone seen any improvements?&nbsp; I mean, as far as I can tell, the Tax Planner has not changed since I've used Quicken (2000), and has the same problems of changing numbers, answers, etc.&nbsp; <b>Does someone at Quicken monitor these boards to see what problems users are having?&nbsp;</b> I don't see any differences (improvements) in the Reporting module.&nbsp; I thought there was some "promise" of that too.&nbsp; I hope that now that they have their subscription model going, and have some cash flow, they can actually do something to earn the revenue. 0 19222270 John Smith responded to "tax planner: It NEVER works" 2018-01-08T18:07:13Z 2018-01-08T18:07:13Z John Smith john_smith_anl5jgq89udmf Yes, that would be nice.&nbsp; I've seen no change so far. 0 19235579 markus1957 responded to "tax planner: It NEVER works" 2018-01-12T17:34:43Z 2018-01-12T17:34:43Z markus1957 markus1957 In the past I also have had minor issues with the values in Tax Planner "jumping around". Recently it became worse and Total Tax was not calculating correctly as it had been. A new data file worked without any issues so it's probably some corruption in my old file coupled with the ancient code used to make Planner work.<br /><br />I've made some progress fixing my valuable old file-<br /><br />1. What I did was use "Reset" in Tax Planner to Zero out the three Scenarios and Reset the Projected scenario to use Quicken defaults.&nbsp;<br /><br />2. Then I stepped through every input in every screen and manually enter a Zero if it was not already Zero. I stepped through twice to make sure they stuck because a couple did not.<br /><br />3.Then I closed and opened Quicken; verified I was still all Zeroes.&nbsp;<br /><br />4. Then stepped through each input again to select the data source and projection options I wanted to use for each field.<br /><br />5. It's calculating Total Tax "correctly" (with outdated rates/brackets) and input values have not been jumping around.<br /><br />Now waiting patiently for the 2018 rates update that should be out soon according to another post. 0 19235715 John Smith responded to "tax planner: It NEVER works" 2018-01-12T18:20:16Z 2018-01-12T18:20:16Z John Smith john_smith_anl5jgq89udmf I tried this and for me it didn't work - it still kept dropping and changing numbers, and even when I closed the tax planner the tax due changed on the tax center screen just by closing the tax planner.&nbsp; Very frustrating.<br />GMTDetect languageAfrikaansAlbanianArabicArmenianAzerbaijaniBasqueBelarusianBengaliBosnianBulgarianCatalanCebuanoChichewaChinese (Simplified)Chinese (Traditional)CroatianCzechDanishDutchEnglishEsperantoEstonianFilipinoFinnishFrenchGalicianGeorgianGermanGreekGujaratiHaitian CreoleHausaHebrewHindiHmongHungarianIcelandicIgboIndonesianIrishItalianJapaneseJavaneseKannadaKazakhKhmerKoreanLaoLatinLatvianLithuanianMacedonianMalagasyMalayMalayalamMalteseMaoriMarathiMongolianMyanmar (Burmese)NepaliNorwegianPersianPolishPortuguesePunjabiRomanianRussianSerbianSesothoSinhalaSlovakSlovenianSomaliSpanishSundaneseSwahiliSwedishTajikTamilTeluguThaiTurkishUkrainianUrduUzbekVietnameseWelshYiddishYorubaZuluAfrikaansAlbanianArabicArmenianAzerbaijaniBasqueBelarusianBengaliBosnianBulgarianCatalanCebuanoChichewaChinese (Simplified)Chinese (Traditional)CroatianCzechDanishDutchEnglishEsperantoEstonianFilipinoFinnishFrenchGalicianGeorgianGermanGreekGujaratiHaitian CreoleHausaHebrewHindiHmongHungarianIcelandicIgboIndonesianIrishItalianJapaneseJavaneseKannadaKazakhKhmerKoreanLaoLatinLatvianLithuanianMacedonianMalagasyMalayMalayalamMalteseMaoriMarathiMongolianMyanmar (Burmese)NepaliNorwegianPersianPolishPortuguesePunjabiRomanianRussianSerbianSesothoSinhalaSlovakSlovenianSomaliSpanishSundaneseSwahiliSwedishTajikTamilTeluguThaiTurkishUkrainianUrduUzbekVietnameseWelshYiddishYorubaZuluText-to-speech function is limited to 200 characters<a class="SL_options" rel="nofollow" target="_blank" title="Show options">Options</a> : <a class="SL_options" rel="nofollow" target="_blank" title="Translation History">History</a> : <a class="SL_options" rel="nofollow" target="_blank" title="ImTranslator Feedback">Feedback</a> : <a class="SL_options" href=";hosted_button_id=GD9D8CPW8HFA2" rel="nofollow" target="_blank" title="Make a small contribution">Donate</a><span title="Close">Close</span> 0 19250572 Dave12 responded to "tax planner: It NEVER works" 2018-01-18T13:40:47Z 2018-01-18T13:40:47Z Dave12 dave12_5d3ph6ek2sk17 My issue with tax planner is that my option to select "scheduled bills and deposits" for "source for projected amount" in each category is greyed out and cannot be selected.&nbsp; This happened 1/1/2017 and has persisted.&nbsp; Very frustrating. &nbsp; 0 19263701 markus1957 responded to "tax planner: It NEVER works" 2018-01-23T17:37:14Z 2018-01-23T17:37:14Z markus1957 markus1957 2018 R5 has been made available for manual download.&nbsp;<a href="" rel="nofollow" target="_blank"></a> 0