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Hard to know why TTX is taking so long on 1099-R forms.   An update was issued last night (6-7 Jan), but it didn't include the 1099-R forms.   Check on Friday, just in case they issue a second update that soon (unusual though, to have two updates in two days).....if not this week, wait until 16 Jan to check again.  

@metalia  Hard to know why TTX is taking so long on 1099-R forms.   An update was issued last night (6-7 Jan), but it didn't include the 1099-R forms.   Check on Friday, just in case they issue a second update that soon (unusual though, to have two updates in two days).....if not this week, wait until 16 Jan to check again.  

The original poster is saying they haven't seen the physical Deluxe Federal Only 'product' in a Costco store.  This is because it is apparently not available in-store ANYWHERE at the moment.  Since no stores (Costco, Sam's, BJ's, BestBuy, Staples, etc) have it on the shelves this is likely an intentional decision by Intuit because most (if not all) of those stores stocked it prior to 2025. So far this year it appears only the Federal+State version is being sold in-store.   BTW, if anybody has the urge to respond and attempt to refute the above please be sure to include a link or other actual proof indicating where Deluxe Federal Only is being sold in-store.

@djpegg    1)  "Desktop" /downloaded software....Premier always contains a free state software set, no matter where you buy it.  (E-filing that state will be ~$20-$25) 2)  Only  Desktop Deluxe may be found without a state software set (but only at  an authorized  non-TTX website, like on Amazon) 3)  "Online"  Premium version  (note the different name, subtle hey?) is priced for Federal only. If a  State is added,  that will add on $39 right now, but $64 later  (not sure when "later" is.  I seem to recall it is anyone who "Pays" for it after 28 February, but don't know what the switch date will be this year)

There is an update this morning after a few weeks quiet, which opened up charitable donations for Schedule A.   1099B/R still pending.  Also got my state program by the promised date.   No one here knows when what will come but it will be in the next few weeks.  If trying to do estimates for Q4 ES you can use forms mode for 1099R / 8606 if familiar with that.   The 3903 email signup is a bug I flagged with the moderators, annoying but not critical, just check in the app periodically. Other multi-decade users have commented the block on these sections is unprecedented, hampered year-end planning and communication has been lacking.   Clearly, Turbotax is not releasing the sections until the forms changes and calcs are certified for filing and I'm sure the shutdown has delayed the IRS side.   We'll see what happens next few weeks - but I remain optimistic that Turbotax will come thru.   Good luck.

All So the software Update overnight (6-7 Jan) did fix the issue we had with the improper state 4th Qtr estimated tax carryover into 2025 taxes....but with qualifications.   1) Works just fine for newly created 2025 tax files.   2) For files created before the software update, they've added a new check (see pics below) that, somewhere during the prep, will ask the user to confirm the $$ amount. Of course, that assumes the user understands what the software is referring to. I don't know yet when/where the software will ask for that yet.   In the 3rd picture, if I manually changed the $$ amount in the carryover worksheet (the lower-down tan box in forms mode) to the correct $0 (in my case) the red box highlight went away, and the upper table reflects the proper $0 too. ______________ Of course, the "Online" users will have to depend on the software prompting the users for the correct amount. _________________ Unfortunately, I see that the 1099-R section interview is still not ready.  Let the screaming for that section begin. ___________________________________   Carryover worksheet before update (pre-existing file)  $1500 should be $0   ________________________________   Carryover worksheet after update (pre-existing file) $1500 should be $0     ______________________________ Carryover worksheet after update (pre-existing file) manually corrected 4Q State Est     _______________________________

btw this topic has been going here for months, seems unlikely at this point 3 months from filing that Intuit will reverse course   It's not millions of users affected.  Total desktop users is about 4 mil (compared to 35 mil 'units' for online/live services) and we don't know split but Mac market share in is 25% and Win 10 share of Windows in US has dropped from 2/3 to 1/3 over the course of the year.  So theoretically 4mil * 0.75 * 0.33 = 1mil Win 10 users.  But the true number is likely already lower as Intuit announced months ago they would not support it which would have given some users a reason to move to Win 10 sooner than later.   In their last earnings, Intuit reported a 4% decline in desktop and cited 'loss of market share for low average revenue per return users' i.e. they are apparently fine losing desktop users as long as online revenue is growing.  Whether Intuit's projections on user losses for Win 10 work out right or wrong we'll see but it won't affect the bottom line much either way.  Desktop revenue is $200mil which is not nothing, but only 1% of Intuit's revenue, and only 5% of total Turbotax revenue.   Anyway - you can try writing to Intuit to make your voice heard, but then your options remain - to upgrade to Win 11 (ESU only 9 months to go tho I understand wanting to see what happens and not upgrading just for Turbotax); use a Win 11 VM; use online; use something else - HRB and TaxAct are supporting Win 10.   More chat on this here since August and many other threads and no doubt more to come https://ttlc.intuit.com/community/taxes/discussion/turbotax-desktop-2025-will-not-be-compatible-with-windows-10/01/3698453#M1367797   Good luck

personal desktop has updates available as of this morning, looks to me that this bug has been fixed when doing a fresh transfer.   if you already 'started' your return believe you'd either need to start & transfer from fresh, or simply fix the data manually in forms mode (Tax Payments Wks / Carryover Wks)

got the update, hoorah...   Charitable donations section for Schedule A is open now. 1099B and 1099R still closed Other Tax Situations / Underpayment penalties section open VA state now available.   The bug for the state tax paid after 12/31/24 carryover has been fixed