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posted Oct 18, 2024 11:35:15 AM

What was included in TurboTax Home & Business Download for Windows 2023

Looking at the web site I am confused if you include tax prep advice during the year for the following year?

 

I have questions now regarding 2024 taxes.  How do I get help?  Must I pay for 2024 now?

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3 Replies
Level 15
Oct 18, 2024 11:39:58 AM

The 2024 software will not be available until late November/early December.   There is new software for each tax year.  You cannot use 2023 software to prepare a 2024 tax return.

Level 15
Oct 18, 2024 11:47:16 AM

You can post your questions here now.  There are several of us volunteers answering all year for any year.  This is a public user forum so don’t post any personal info.

Level 15
Oct 18, 2024 1:34:21 PM

The download version of TurboTax has a What-if Worksheet available in forms mode.  On that you can make entries and mark a checkbox to use 2024 tax tables.

 

You can also prepare a simulated 2024 tax return with 2023 TurboTax, but you'll need to override various cost-of-living adjusted values to use the 2024 values.  On the What-if Worksheet you can then copy the results from column 1 to column 2 to be able to apply the 2024 tax tables.  This is what I do every year.