When Available?

[ajamaja0525]

Also the IRS isn't "accepting returns" until the 25th I believe, which may also be part of the problem. I've never seen this language used before the current administration though. Do with that what you will lol

[M-MTax]

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@ajamaja0525 wrote:
I've never seen this language used before the current administration though.

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Not sure re the meaning of that statement but the IRS officially opens the tax filing season each year, typically in late January without regard to a particular administration.

[RGP7777]

Wow, maybe some people need to just take a deep breath and chill a bit. The IRS is not even accepting returns yet. Companies are not required to send "final" forms until Jan 31, so anything you do "now" is subject to being wrong. 

If you just like to whine, this post is probably going to make you even more anxious, but I thought I would try. 

Peace be with you. 

[M-MTax]

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@RGP7777 wrote:

Wow, maybe some people need to just take a deep breath and chill a bit. The IRS is not even accepting returns yet. Companies are not required to send "final" forms until Jan 31, so anything you do "now" is subject to being wrong. 

If you just like to whine, this post is probably going to make you even more anxious, but I thought I would try. 

Peace be with you. 

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Thank you for your post and with you also. 🙂

[user-2354i6]

Thanks

[Click]

> Wow, maybe some people need to just take a deep breath and chill a bit. The IRS is not even accepting returns yet. 

Had you bothered to read comments in this thread before commenting, you'd know the issue is NOT when forms will be ready to print for filing or e-filing. How many times do I have to say that?

Rather, this is about guided data entry in order to make informed end of year decisions such as weighing different Roth conversions against IRMAA thresholds. TurboTax has always been useful for this and is the reason that I use it instead of spreadsheets and Dinkytown for estimations. This year, for the purposes of estimations involving qualified account distributions, TurboTax has been no more useful than free form-filling software.

[M-MTax]

Also, if you've been paying attention, the problem here is with changes to the tax law and regs. 

Everyone is situated similarly; it's not as if one has a leg up over the other.

[user17690073303]

Well it's Jan 21 and it's not available. H&R Block has it -- everyone should switch. I mean the excuse that it's the tax legislation -- BS -- it's a screen to input 1099-R income.  Get it together folks.

[M-MTax]

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@user17690073303 wrote:

Well it's Jan 21 and it's not available. H&R Block has it.......

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No, they don't. I posted a screenshot to prove that. The H&R Block update is scheduled to be released on 1/23/2026.

[BrooklynJeff]

1/21/26  I just updated and 1099-R is still "available soon" 

[M-MTax]

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@BrooklynJeff wrote:

1/21/26  I just updated and 1099-R is still "available soon" 

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The latest (relevant) update has not yet been released. Try later today or tomorrow.

[Click]

> Also, if you've been paying attention, the problem here is with changes to the tax law and regs. 

Also, if you knew about tax legislation, you'd know 1) that was more than six months ago, and 2) the OBBB Act made zero changes to rules for IRAs, 401(k) plans, or Roth retirement accounts (contribution limits, eligibility, or basic tax treatment). 

[BZpbp]

Ennnnt....Oh I'm sorry, your answer of 1/21 is incorrect.....still not available

[M-MTax]

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@Click wrote:

> Also, if you've been paying attention, the problem here is with changes to the tax law and regs. 

Also, if you knew about tax legislation, you'd know 1) that was more than six months ago, and 2) the OBBB Act made zero changes to rules for IRAs, 401(k) plans, or Roth retirement accounts (contribution limits, eligibility, or basic tax treatment). 

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Yeah, that doesn't mean the forms weren't updated, if you were paying attention and knew how the IRS operates after tax laws are changed.

[M-MTax]

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@BZpbp wrote:

Ennnnt....Oh I'm sorry, your answer of 1/21 is incorrect.....still not available

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It's early and the date was never guaranteed anyway.