I totally agree with dminches. I have a very good estimate of my 1099_B amounts now. Part of year end planning for me is Roth Conversions to maximize the lower tax brackets while I can. I am retired and are trying to hedge as much of Required Minimum Distribution before I reach the age of 73 as possible. So, converting traditional IRAs to Roths are part of my year end tax planning until I reach that age.
It really bugs me that TurboTax does not have this section ready so I can properly plan in a timely manner. It was the same last year, and I almost didn't use TurboTax this year because of this. But I have been using it for about 20 years now, so the convenience outweighs the annoyance. I just have to spend the last few days of 2025, which should be a family holiday, figuring taxes manually and converting IRAs to Roths. Boo.
The best you can do dminches is sign up or email alerts when they finally get around to this part of the software that we paid them for already.
Turbo Tax - hire more programmers!!! Surely your profits can handle the salary of a few more... This part of the tax law has been published for a while now.
