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New Member
posted Nov 21, 2024 11:38:32 AM

Is there a way in Turbo Tax to estimate my 2024 taxes to see if a roth conversion makes sense?

Is the 2024 version out to buy and use to estimate before the tax year ends?

0 2 4009
2 Replies
Level 15
Nov 21, 2024 12:00:44 PM

The TurboTax 2024 desktop editions are available for purchase and download on this website - https://turbotax.intuit.com/personal-taxes/cd-download/

 

The TurboTax 2024 online web-based editions should be available in early December.

Level 2
Nov 21, 2024 5:38:05 PM

I purchased the desktop version 2 weeks ago.  However, the 1099-R forms which are needed for the conversion calculation are not available and won't be until Jan 11 according to the system.