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Level 1
January 9, 2026
Question

1099R

  • January 9, 2026
  • 2 replies
  • 9 views

It keeps noting that it will be updated soon. Any idea when

    2 replies

    SteamTrain
    Level 15
    January 9, 2026

    @drleech 

     

    Current information indicates Wednesday 21 January.

    BUT

    That tends to mean sometime on 21 Jan, even up-to 11:59 PM (Pacific time).

    So Check on Thursday 22 January.

     

    Certainly there is an off-chance they might be ready on Thurs-Friday 15 or 16 January due to all the customer complaints.

    ____________

    In past years, Updates were usually seen by users one day after TTX "claims" they would be ready.....

    ____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
    baldietax
    Level 12
    January 9, 2026

    if you are trying to do estimate for Q4 ES you can input 1099-R in forms mode, if an IRA basis or Roth conversion is involved you may need to go thru 8606 in forms mode also.