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Form 1099-R Availability
I recently purchased and installed Turbo Tax Premier for 2024. It also updated today.
I need to use 1099-R to see how much of a Roth Conversion I can do, and the system is telling me the form won't be available until January. It will be too late then. I was able to update a few 1099-r forms using the Forms option rather than step-by-step. But I need to add a couple.
Is there a work around besides doing a test return using TT 2023?
‎November 21, 2024
5:36 PM