jeffmcpa2010
Level 11

In an attempt at an actual guess.

(Based on (possibly faulty) memory of 2016/2017 major tax bill rollout)

Current tax program - If updated at all it will likely be in the fall, around the time of the early release of 2025 Program. I don't do a lot of tax planning anymore, but will likely use both the new program, and the old planner with my own tax information for a comparison, and just out of curiosity.

I know that many here don't like to download the new year program that early, but I like to get it and start poking around - usually just with my own return. I don't transfer all tax payer files at that point - I do them as their information comes in, after tax season actually begins.