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Level 2

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Form 1099-R Availability

2 replies
56 views

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?

rjsAnswer

Level 15

You can add new forms in forms mode. Click the Open Form icon at the top of the list of forms. In the Open Form window, type 1099-R in the box that says "Type a form name." Then below that click on Form 1099-R and click the Open Form button at the bottom. It will then give you the option to enter a payer's name to create a new 1099-R.

Answer

Level 15

You can add new forms in forms mode. Click the Open Form icon at the top of the list of forms. In the Open Form window, type 1099-R in the box that says "Type a form name." Then below that click on Form 1099-R and click the Open Form button at the bottom. It will then give you the option to enter a payer's name to create a new 1099-R.

Mary2eAuthor

Level 2

Thank you. It worked.