1099-R in Turbo Tax deluxe not available until Jan 11th

[mandmvalpo]

When I went into the IRA-R section it shows that this section is not available until Jan 11, 2024. The payment deadline is January 15th.  That leaves a four-day window. Why would the product not have this available now, or at least by end of December?

[DoninGA]

If you are using the 2024 TurboTax desktop editions, click on Forms.

When in Forms mode click on Open Form in the upper left of the screen.  Type in 1099-R.  Click on the result to open the form.

If you are using the 2024 TurboTax online web-based editions you will have to wait for the software to be updated on 01/11/2025.

[mandmvalpo]

I am using the Windows desktop version. I was able to open (create) the form 1099-R, which I have never had to do before. So, my question is when I fill out this form and save it will the program then take into account this new data, show me my approximate taxes due for my Jan Payment?

[VolvoGirl]

Do you want to pay the balance due on your return?  Open the 1040 form and look at line 37.  Assuming you entered all the other estimated payments you made and all your income.  

[Vinced]

It's 2/1/25 and the online system hasn't been updated for the 1099-R.  It's hard to imagine why since it was supposed to be ready by 1/11.  State file isn't loading either.  

[DoninGA]

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@Vinced wrote:

It's 2/1/25 and the online system hasn't been updated for the 1099-R.  It's hard to imagine why since it was supposed to be ready by 1/11.  State file isn't loading either.  

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Have you updated your software to the latest release?  The Form 1099-R section was updated 3 weeks ago.

Click on Online at the top of the desktop program screen

Click on Check for Updates