@RH55 wrote:
I want my tax software to give me the tools necessary to maximize the tax benefit I get for year-end Traditional IRA to Roth IRA conversions. We have paid them for this!!!
Afaik, you pay for the software to file taxes. The IRS doesn't even start accepting taxes until late January. Can you provide a link to where Intuit says TurboTax is designed to be able to compute your entire tax profile for the year well before the end of the year? I may have missed it.
Fwiw, I simply create a new return in TT2024, put all the data in, and make a few simple adjustments for standard deduction and brackets. I've been projecting my year-end Roth conversion to fill my top bracket since distribution estimates were available from fund companies over Thanksgiving weekend.
I've been doing this for years - I don't recall the software ever being functionally complete well before year-end.
Additional point - you're never going to find 1099 on the forms availability list as a 1099 is not something you file with your taxes. A 1099 will never be "ready to e-file".
The thing the bothers me, and has been going on for years, it listing a date and then just updating the date when the date passes. Or just changing it to "Ready soon". It seriously erodes credibility when the company consistently and regularly misses date commitments seemingly without a care in the world.
