If you are using the TurboTax 2025 desktop editions, just go to Forms mode, click on Open Form at the top left of the Forms mode screen. Type in 1099-R. Click on the result and enter the Form 1099-R information on the form.
If you are using the TurboTax 2025 online editions, how did you pay for the online edition since the tax return was not even completed? You are only asked to pay after you finish the return and are in the File section of the program.
Thanks for the info, but I want the software to work the way it is supposed to and I shouldn't have to go into "form mode" to do my taxes using this junk software. Isn't that reasonable? And to answer your question, I am using the desktop version I bought through Amazon. Any idea when that's going to work as advertised? Thanks.
@user17684268320 The section for entering a Form 1099-R is estimated to be available on 01/21/2026.
@user17684268320 wrote:
Any idea WHY it's taking so long?
There could be issues related to the software being adjusted based on the legislation that was passed. But really do not know for sure. This sometimes happens either based on the IRS requirements or the legislation requirements. Have seen this before since using the desktop editions for past 25+ years. Sometimes this section is completed in December or early January, sometimes a little later.
What the heck....January 21st??? Turbo Tax really isn't user friendly. They should be sending this information out and we shouldn't have to go to the "help" section.
@Martha 24 wrote:What the heck....January 21st??? Turbo Tax really isn't user friendly.
Neither is anything else. FYI, other tax prep s/w developers have also not updated a number of sections in their programs.
While going into forms mode to access 1099-R directly allows you to enter the data, it completely bypasses any sort of guidance. TurboTax has become just form filler software at that point, and it is more expensive and less user friendly than other form filler tax prep applications.
Changes due to OBBB is a red herring. Nothing structural changed with qualified account distributions, and that legislation became law six months ago. Even in 2017, when taxes changed dramatically even closer to the end of the tax year, Intuit got TurboTax ready. Something else is going on here, and I wish Intuit would address it.
@Click wrote:
Something else is going on here, and I wish Intuit would address it.
What about the other guys? Because they're all doing the same thing.
> What about the other guys? Because they're all doing the same thing.
Which other products do you use? I only have TurboTax. An AI assisted search of tax prep software forums found little mention of a lack of guidance for qualified distributions except for TurboTax. I am NOT talking about forms availability. I'm talking about step-by-step guidance.
@Click wrote:Which other products do you use? I only have TurboTax.
I have them all (TT, HRB, TaxAct) PLUS professional software (different products personally and also for some colleagues).
All of the interview sections are NOT entirely finished (which doesn't impact the pro products as much since they're mostly, and basically, form entry) in any of them.
@KimBelden wrote:H&R Block tax software is updated.
It is? Can you explain the screenshot below then?
You guys know that there is a FREE version of the software right?? Why pay for it?
And as far as why it's taking so long, it's a government issue. The forms aren't available for input on TurboTax because there were a lot of added tax breaks and other policy changes and that all has to be updated as tax season starts. It's definitely frustrating because I like to file my taxes as early as possible, but this is above TurboTax's pay grade unfortunately.
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
@ajamaja0525 wrote:
I've never seen this language used before the current administration though.
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.
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.
@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.
Thank you for your post and with you also. 🙂
> 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.
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.
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.
@user17690073303 wrote:Well it's Jan 21 and it's not available. H&R Block has it.......
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.