To add personal notes to turbo tax
- Open turbo tax.
- Click on 'Forms' in upper right blue banner.
- Select a form with few or no entries such as 'Other Income'.
- Click on a blank field such as 'Gambling winnings...'.
- This field will turn blue and reveal a 'Plus sign', '+' on the left side.
- Click on the Plus sign to open supporting details window.
- Click the 'Check this box to NOT print this supporting details'. (optional)
- Fill the description field with your notes. In my case 'Broker corrected 1099 3/13/2023'.
- Fill the 'Amount' field with zero (0).
- This will preserve a private note in the turbo tax file. Just remember where you put it.
