Will appreciate a pointer to any resource for completing a 2023 draft/model/estimated return.
For year-end tax planning, while awaiting release of TT Premier desktop for each current year, I have populated returns (each one using the *previous* year's TT release) with data (known and estimated) for the current year. Much better is to get a head start with the current year's TT release -- however, each year's full release seems to be issued increasingly late. Example: the Capital Gain form for 2023 was not included with my TT 2023 Premier desktop download in late November. It was eventually promised (per pop-up when visiting the step-by-step topic) today, but today I see that it is delayed again until January 4th 2024.
Falling back to reliance on my draft using TT 2022 seems risky, e.g., for decisions about end-of-year steps like scaling a conversion of funds from Traditional to Roth IRA so that my marginal tax rate does not increase. Is a better solution available?
Thanks!
