Q 2012 Deluxe Tax Summary Report is missing specific Federal Tax payments

Since updating from Q2011 to Q2012 in early November, my Tax Summary Report does not pick up any Federal Tax payments made after the update.  I have used both Chat and Phone in the help system to try to resolve this.  They had me create a new Quicken file, create a new account in that file, then make the 5 tax payments for 2011 from that account.  When creating a Tax Summary Report, it sees none of those payments - even though the "tech" in India says he does it on his system and it works OK.  We also went through the standard "check all the settings routine" to ensure they weren't dealing with a computer idiot.  More than an hour wasted doing that!  I refused to give them access to my system to troubleshoot for perfectly obvious reasons.  Let me now add further information.  I have re-loaded Q2012 and completed all updates.  The problem remains.  Next, I changed a Federal Tax payment that was appearing in the Summary Report to a different, non-tax related category.  Ran the report and it was, naturally, not there.  Went back to the entry and changed it back to Federal Tax, ran the report again, and it is still not there!  If I run a Usage report from either the Category list, or the Payee list for Federal Tax Category, or US Treasury Payee, all of the payments appear in both reports - no problem!  I am left to conclude at this point that something in Q2012 is excluding any Federal Tax payments made or entered in Q2012.  I should also add that payments made for State Taxes at the same time, and Contributions made at the same time, from the same account do appear as normal in the Tax Summary Report.  My primary concern is getting this problem resolved in order to complete my taxes accurately.  I have used this program and the Tax Summary Report for over 20 years to do my taxes - now I am wondering if I have been missing any data all those years?
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  • Asked by Dave58
  • Quicken Deluxe 2012
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2 people found this helpful

A friend of mine just had this problem.  Through trial-and-error, we determined that if he used Custom Dates, and specified a Start Date of 12/31/2010 (and an end date of 12/31/2011) he could get these items to display.  BUT, if he chose a Start date of 1/1/2011, the items did NOT display.  Looks like Quicken 2012 has a flaw in its implementation of January 1.
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