1099-R in Turbo Tax deluxe not available until Jan 11th

Forum|Forum|1 year ago
December 11, 2024
1 reply
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When I went into the IRA-R section it shows that this section is not available until Jan 11, 2024. The payment deadline is January 15th. That leaves a four-day window. Why would the product not have this available now, or at least by end of December?

DoninGA

Employee

If you are using the 2024 TurboTax desktop editions, click on Forms.

When in Forms mode click on Open Form in the upper left of the screen. Type in 1099-R. Click on the result to open the form.

If you are using the 2024 TurboTax online web-based editions you will have to wait for the software to be updated on 01/11/2025.

mandmvalpoAuthor

I am using the Windows desktop version. I was able to open (create) the form 1099-R, which I have never had to do before. So, my question is when I fill out this form and save it will the program then take into account this new data, show me my approximate taxes due for my Jan Payment?

VolvoGirl

Employee

Do you want to pay the balance due on your return? Open the 1040 form and look at line 37. Assuming you entered all the other estimated payments you made and all your income.