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retired-lovingit
New Member

Can anyone tell me when the Retirement Income Section and the Stocks, Mutual Funds, Bonds section be ready to use?

 
2 Replies
Bsch4477
Level 15

Can anyone tell me when the Retirement Income Section and the Stocks, Mutual Funds, Bonds section be ready to use?

TurboTax is at the mercy of the time table set by the IRS.  Maybe towards the end of December?

xmasbaby0
Level 15

Can anyone tell me when the Retirement Income Section and the Stocks, Mutual Funds, Bonds section be ready to use?

 

The IRS is drafting new 1099R forms.  Then the software has to be programmed for them, and the IRS has to test and approve of the software.  It is a complex process because of the all the CARES changes.  It could even be a couple of months.  Meanwhile if you are trying to plan, if you have desktop for 2019 use the what if feature--but it will not have that CARES stuff.

 

 

 

Click on the REVIEW tab to see what it is and when it is estimated to be ready (when operational) ... 

 

IRS Forms Availability Table for TurboTax Individual (Personal) Tax Products

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State Forms Availability Table for TurboTax Individual (Personal) Tax Products

**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.**
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