Cris
Level 3

Early Tax Planning with TT Premier

I would like to do some tax planning before many of the TT sections are available.  For example, I want to estimate MAGI and AGI to determine how much of a traditional IRA distribution I should take in December.  If I distribute too much I risk losing some or all of my Senior Discount as one example.  I also want to see how much of a distribution I can take without going into a higher tax bracket as another example.  If the step-by-step code is not available, can I enter it directly into the forms?  Not sure how to do it.  I tried entering some raw data and it didn't seem to work.  Please advise.

 

I already have the 2025 version on my PC (acquired in November 2025) but trying to assess how valuable TT is before January.  What can I do in November and Dember?  What can't I do?