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Level 2
May 9, 2020
Question

How do I enter data directly into forms using the desktop / downloaded version??

  • May 9, 2020
  • 6 replies
  • 0 views

How do I enter data directly into forms using the desktop / downloaded version?  You used to be able to change from interview mode to forms mode and type directly into the form. I started online and the help feature said the only way to enter data directly was to buy the CD/downloaded version.  I bought the downloaded version and can’t figure out how to enter data directly into the forms.

    6 replies

    Critter
    Level 15
    May 9, 2020

    It is not recommended to enter anything direct to forms as it voids the accuracy guarantee and may keep you from efiling.   Switch to the FORMS mode to make direct entries which may need to be on worksheets as not all can be direct to forms. 

     

    What do you need to enter ?  

    Level 2
    May 9, 2020

    Regardless of what is recommended, Intuit waster 3-5 hours of my time and $120 of my money last night.  I was told by the online help feature that entering directly into the forms was only allowed using the CD or downloaded version.  So, I downloaded the software and it still will not allow me to enter directly into the forms.  I'm not worried about the accuracy, TT checks the return before you send it and I had a tax professional help me with the docs.  IRT your question, you know, the normal forms: 1040, 1116, 4562, 8582, 8829, 8879, 8949, 8995, 1120S, 4562 & 8879-S and schedules 1, 2, 3, A, C, D, E, SE & K-1.  Lastly, I've used the forms mode before, but when I click on forms this year, it takes me to the form, but doesn't allow you to enter any data.  You can click on block 1 of the form 1040 and type and nothing appears.  While I appreciate your trying to help, your comment "Switch to the FORMS mode to make direct entries which may need to be on worksheets as not all can be direct to forms.", indicates that a person would be filling in a worksheet and not a form - not at all what I'm trying to do.  And to top it off, Intuit is not open on the weekends or nights now.  Very frustrating!

    Carl
    Level 11
    Level 11
    May 9, 2020

    A form is not created until "AFTER" you have entered data in Interview Mode that would require a specific form. Also, when using forms mode it is highly probable that you will invalidate the TurboTax 100% Accuracy Guarantee.

     

    Level 2
    May 9, 2020

    Thanks, but the question is how to enter directly into forms, not switch to forms mode after answering five hours of questions that I don't need to answer.  TT used to let you open the form and type directly into them.  Forcing you to spend hours answering tons of questions is a waste of time!

    Critter
    Level 15
    May 9, 2020

    Well the TT program is interview based even using the forms mode to some degree ... if you click on the data entry box it will allow you to data source where the entry is to be made so it carries to the form.  With the list of forms you need to fill in the interview is what you really need to use because many forms are interdependent ... however if you are well versed in how to complete those forms you really should use the IRS fill in forms option  for free :  https://www.irs.gov/e-file-providers/before-starting-free-file-fillable-forms

     

    You can get a refund of the downloaded fees within 60 days of purchase  this way :   

     TurboTax CD/Download Refund Request Form

    Level 2
    March 15, 2021

    How do I enter data directly into forms using the desktop / downloaded version??

    Level 2
    March 16, 2021

    More to the point, how do you enter data into line 31240 when the only "help" says "enter...directly into line 31240"?

    DRT5405

    Level 2
    March 16, 2021

    Somebody suggested changingthe screen resolution.  Well believe it or not, that _is_ the answer (at least for Standard version).  Click Text Size on the Turbo Tax screen, hit '+' a couple of times, and you're in.

     

    Blindingly obvious to the meanest of minds...

    DRT5405

    Level 2
    March 20, 2021

    I came to the Community with the hope (fantasy?) that there might be a way to enter data directly into forms for those of us who actually know what we're doing.  Apparently no such "way" exists.  I have the same complaint.  Having to enter by hand all of the data into worksheets or 1099s is laborious and ridiculously time consuming.  It's not why I spend money on tax software.

    I don't care about TT's guarantee, but I do care about efiling and TT won't allow this without your spending hours and hours completing their stupid TT-forms.  This seems to be a problem with intuit: It treats it's customers as though they are not competent at accounting. 

    Would be nice if TT allowed one the choice direct entry with efiling but no guarantee.

    DoninGA
    Level 15
    Level 15
    March 20, 2021

    @rhaley 

    If you just want to enter the tax data directly onto forms and schedules, then do not use any tax preparation software.

    Go to this IRS website for Free File Fillable Forms - https://www.irs.gov/e-file-providers/free-file-fillable-forms

    Level 4
    June 3, 2021

    It may not be recommended to use forms directly, but it is the only option since TT does not correclty handle line 9b of form 8960 otherwise.   But TT will not let me enter data on line 9b directly.  I've tried some various worksheets but that hasn't fixed the error.   Please just answer the question as to how to get TT to accept an entry on line 9b of form 8960. (Or have TT correct its handling of that line).

    Critter-3
    Level 15
    June 3, 2021

     

     

    See this TurboTax support FAQ on how to contact Support - https://ttlc.intuit.com/questions/3401489

    Level 2
    April 17, 2022

    I purchased TurboTax download so that I can recreate my 2021 tax that was filed through another tax software. I need to amend it and the other tax software did not do what I needed. How can I just enter that tax for directly into Turbo Tax so that I can then amend it?

    AliciaP1
    Level 13
    April 17, 2022

    You will need to use the Step-by-Step process to enter your personal information to get the return started.  Once that is complete you can use the Forms icon at the upper right of the screen to switch to forms mode.  If you do not see a form you need, you can search for it at the top of the list on the left and enter your information as with the other forms.  Once the return is prepared see How to amend to amend the return.

     

    @gendler802

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