topic Turbo Tax needs to allow us to enter 1099-R estimates rather than totally blocking us out of entering information (unlike TaxAct) in Get your taxes done using TurboTax

Turbo Tax needs to allow us to enter 1099-R estimates rather than totally blocking us out of entering information (unlike TaxAct)

howjltx — Fri, 09 Jan 2026 14:34:40 GMT

IRS requires ROTH conversions to be completed before December 31 on any given year.
Make TurboTax fully functional by allowing us to enter estimates, while blocking filling until all updates are completed hopefully before 15 January, the last day I have to pay estimated taxes. Otherwise, TurboTax is totally useless to me for the next 5 years since I will be converting all my IRA to ROTH over this time. If this feature is not added I will not be purchasing TurboTax again. TurboTax is forcing me to overestimate my taxes and use other software to predict my tax bill.

Re: Turbo Tax needs to allow us to enter 1099-R estimates rather than totally blocking us out of ...

RobertB4444 — Fri, 16 Jan 2026 20:43:46 GMT

The period prior to the first day for filing taxes every year involves updating the TurboTax program to make sure that all of the new information on the IRS website and on the new tax forms is reflected in the TurboTax program. That means that the program is constantly changing for the first month of the year every year. You should still be able to use the current year software to make estimates. You should also be able to use the prior year software to make estimates.