Retirement tax questions

For one thing, the IRS has not yet issued the 2019 1099-R form yet.  Once the IRS issues the form then the IRS must write the electronic filing specifications for that form and get that to the e-file companies (like TurboTax), then TurboTax must submit their e-form back to the IRS for approval before TurboTax can release the form.   That usually takes 3-4 weeks after the IRS first publishes the form.

 

Another considerations is Congress still had until the end of the year to make changes in the tax law which can delay things a month or two depending if forms need to be reissued.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**