Does anyone have an updated date for when Turbo Tax will have the Form/Schedule so I can enter my 1099 R? Turbo Tax estimated it would be available today January 11.

Forum|Forum|1 year ago
January 11, 2025
2 replies
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These are forms that IRS makes available and then Turbo Tax loads that info. Once they load the form Turbo Tax will let you continue to enter your 1099R.

Best answer by SteamTrain

Tried it for Online in a test account, and it seems to work for me there.....at least for 1099-R forms transferred from 2023.

When the form selection first displays, you have two icons to the right of the 1099-R form listed...one with a spyglass....click on that and it let you into the form.

Once you've entered some data for the form, when you return to the list of 1099-R forms, the icon will show as a pencil ("edit") instead

SteamTrain

Employee

At least for the desktop Windows software, I ran my update and it's all there now.

Don't know if the Online has it yet...but it should. (Sat morning, 11 Jan)

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

SteamTrainAnswer

Employee

Tried it for Online in a test account, and it seems to work for me there.....at least for 1099-R forms transferred from 2023.

When the form selection first displays, you have two icons to the right of the 1099-R form listed...one with a spyglass....click on that and it let you into the form.

Once you've entered some data for the form, when you return to the list of 1099-R forms, the icon will show as a pencil ("edit") instead

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