Just bought TT Premier, only to find that the 2 areas most important to me are the only parts of TT not yet available: Investment income and Retirement Plans & Social Sec income. How about posting last year's program and labelling it "needs update"

Forum|Forum|2 years ago
November 10, 2023
3 replies
54 views

No text available

stephenrkgAuthor

Level 4

That way, I'd at least be able to start on my taxes and get a better idea now of my final tax liability before the end of the year. PLEASE HELP. When will these income categories be available?

Anonymous_

Level 15

It's early at this point. The IRS is not even accepting 2023 returns until January 23rd.

xmasbaby0

Level 15

Even the IRS and the states do not have their forms ready. Sorry. Patience is needed. You cannot use TurboTax online at this time since the 2022 software is closed and the new 2023 software is not yet available online. The CD/download is available but will require a number of updates. If you cannot get the information you need from the 2023 CD/download---do you have the 2022 download? Try using that for a "dummy" return. It also has a "what if" feature that might help you. Or try the TaxCaster tool.

https://turbotax.intuit.com/tax-tools/calculators/taxcaster/

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

stephenrkgAuthor

Level 4

Tks for the response and suggestions. Have already done dummy returns in 2022 for 2023 and using Excel. But now need real data (not just estimates) to make charitable contributions and est tax payments by end of year. Will the two sections needing updates be done by mid-Dec? (Even with further updates later would be fine).

taxlady28

Level 10

The IRS has to approve of any software updates before they are included in TurboTax. That does not happen until about mid January. They consider what laws have changed and make sure that the software is using the correct rules for the current year. What gets released in November is just something to help get started but TurboTax is really not very functional until mid to late January.

The programmers review all changes in the laws. They write new code. They send that code to the IRS and get it approved, then it is put into an update.