Since the early released (Nov & Dec) new year's tax software is always so buggy/beta/preliminary (EVERY YEAR without fail), I usually find that the next year's tax planning is easier accomplished by just using the prior year's desktop software instead...and entering data As-If it was all received in 2023. Should be close enough for 2024 since changes were relatively minor. The only things that are not right are usually shifts in tax brackets, and some limits...like Max IRA contribution amounts, or perhaps W-2, SS contribution limits if you are in a high income situation.
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____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
