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Returning Member
posted Feb 19, 2025 11:16:22 AM

no menu item to see forms on left side. Only "two items: "home" and " Documents" Documents just goes to interview not to its forms.

The tax "home" does not provide a forms option. Last year for 2023 taxes I was able to enter data on forms.

0 4 769
4 Replies
Expert Alumni
Feb 19, 2025 11:27:23 AM

Per IRS Publication 501, to claim Head of Household, you need to pay more than half the cost of keeping up a home for the year.  This year, her filing status should be single.  

Level 15
Feb 19, 2025 12:19:02 PM

@steve-rosen 

Only the "Desktop" software....installed on a computer has a "Forms Mode".  Perhaps you used the Desktop software for 2023.

 

You appear to be using the "Online" browser based software now....There is no direct access to the forms when using "Online" TTX software.

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Or did you actually install the Desktop software this year, but somehow , accidentally started working with the Oline software??    Desktop software does not use a browser to work on your taxes.

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Buit even when using the Desktop software...99% of your entries should be done using the interview.   Entering directly on the forms can sometimes be done, but only by very experienced users who recognize which entries can be made, and which can not, or should not, be done directly on the forms.

Returning Member
Feb 19, 2025 5:24:24 PM

How do I get the right version of software to run on my windows 11 desktop? I want to see the way 1099s reconcile with my records before I finalize. I really want to go directly so the form after the 1099s are imported to the computer. What I have now seems distorted from my internal spreadsheets. Please tell me what I need to do to get the forms option on my desktop. 

Returning Member
Feb 22, 2025 7:04:36 AM

Partially solved. After several hours I finally got  connected with tech lady who was able to delete some files and permitted view of files on desktop mode. There still is the problem of TTax not transferring  gains/losses from stock sales  from the brokers 1099s. Dividends and interest on the 1099s did transfer.