Tax Planner

[GodFather]

Is anyone having issues with the Tax Planner?  Specifically, it seems to be pulling data for the 2021 year that is incorrect.  When you update figures for the 2022 year, it is calculating the amounts incorrectly, displaying figures that were not input in the 2022 plan.  

I did search to see if this topic has been posted recently, and I did not see it.  

[Just-Lisa-Now-]

I feel like the tax planner has been making me struggle this year more than just using Save As and making a new client file for a "what if" scenario.

If you do Save As, be sure to uncheck the EF boxes on that new file or you'll get that stupid Duplicate SSN message in the EFcenter.