TurboTax Deluxe 2024 - Desktop Version - The Search feature

Forum|Forum|1 year ago
February 7, 2025
3 replies
2 views

Hello:

When I click on Search it pulls up a Digital Assistant which I find useless. For example, I type "IRA Contributions" and instead of giving a "Jump to ..." option as members often mention when they are answering a question, it will list possible answers in anyway related to "IRA Contributions".

Am I missing something?

Thanks!

rjs

Level 15

Here are two ways to do a search. Either one should work.

1. At the very bottom of the TurboTax Assistant window it says "Type or ask something." See the screen shot below. Click on those words and you will get a cursor that allows you to type what you want to search for. Then click the send arrow on the right or press Enter. If you get a response that says "Jump directly to ...," click on that.

2. Sign out of your TurboTax account. On the File menu (not the File tab) select "Signed in as GM45." Then click Sign Out, and click Sign Out again to confirm it. After you sign out, when you click Search at the top right you will get a Sign In window. Do not sign in. Click the X in the top right corner to close the Sign In window. Then you will get the old-style search window with the search bar at the top where you can type your search.

GM45Author

Level 3

Thanks. But when I type a question such as IRA Contributions, this is what I get. I never see a Jump to link I can click.

I get stuff like:

Happy to help!

Check out these related answers from the TurboTax Community that I found!

How do I enter a backdoor Roth IRA conversion?

What happens if I made an excess Roth IRA contribution because my modified adjusted gross income is too high?

Where do I enter my SEP IRA contributions?

Can I contribute to both a 401(k) and an IRA?

Additional results

Get even more help

rjs

Level 15

It looks like my two suggestions don't produce the same results. Method 2 works better.

Also note that the Search is very particular about what you enter. If you type IRA contributions (using my method #2) you will get a jump-to link. If you type IRA contribution (without the S) you don't get a link. So you might have to try several variations of a particular topic.