topic Re: 1099-R in Turbo Tax deluxe not available until Jan 11th in Retirement tax questions

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

mandmvalpo — Wed, 11 Dec 2024 23:03:23 GMT

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?

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

DoninGA — Wed, 11 Dec 2024 23:10:03 GMT

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.

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

mandmvalpo — Thu, 12 Dec 2024 03:03:04 GMT

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?

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

VolvoGirl — Thu, 12 Dec 2024 03:10:49 GMT

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.

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

Vinced — Sat, 01 Feb 2025 16:59:41 GMT

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.

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

DoninGA — Sat, 01 Feb 2025 17:04:40 GMT

@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.

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

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

dycemann — Sun, 16 Feb 2025 17:20:40 GMT

It is now Feburary 15th 2025 and I am still getting that I cant file just yet. This may mean a better tax outcome for taxpayers like you who have 2024 Qualified Disaster Distributions. We can keep working on your tax return and well let you know when we can help you finish up your taxes.

When is this going to be ready to process? It is a continuous loop to check everything and make sure all the numbers are correct, just to be given this message again.

What is the fix for this?

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

DoninGA — Sun, 16 Feb 2025 17:32:34 GMT

@dycemann The IRS Form 8915-F Qualified Disaster Retirement Plan Distributions and Retirements is estimated to be available for filing in TurboTax on 02/20/2025.

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

bonloz — Thu, 15 Jan 2026 18:25:51 GMT

It is the 15th why am i not able taccess the 1099 portion of desk top windows

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

VolvoGirl — Thu, 15 Jan 2026 18:37:27 GMT

@bonloz You posted on a old th read from a year ago for last year. This year the 1099R section should be ready on Jan 21, 2026. If you have the Desktop program you can enter it in Forms Mode.

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

mlc4 — Wed, 21 Jan 2026 17:48:13 GMT

Still not ready on 1/21

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

AmyC — Wed, 21 Jan 2026 21:11:25 GMT

While entry isn't ready, you can check forms availability here. Select online, Windows, or Macintosh from the drop down menu. Whenever the federal and states change a form, we have to as well. This happens throughout tax season.

It takes some time to incorporate IRS forms into TurboTax. While they may be available from the IRS on a given date, we need a few days to make the forms available for use in TurboTax.

@mlc4

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

VolvoGirl — Wed, 21 Jan 2026 17:56:55 GMT

@AmyC The Availability list only shows forms that are produced for your return. NOT input forms needed like 1099R.

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

mlc4 — Wed, 21 Jan 2026 20:26:28 GMT

Other companies have it ready, why can't TurboTax