If you're using the Download/Destop version of TurboTax, you can create a PDF file containing all your tax forms and calculation worksheets, and then search the PDF file to find any text or dollar amount of interest, to find which form(s) and worksheets contain that text/amount. To do this, you'll need to have Adobe Acrobat Reader (or some other PDF reader) installed on your computer.
[Note that I'm using TurboTax Deluxe 2024, so if you're using software for a different year, Intuit may have un-intuitively renamed or moved the software features around.]
Follow these steps:
- With your current tax file open in TurboTax, click the File > Save To PDF... menu item. A Form Selection box will be displayed.
- In the Form Selection box, under What forms would you like to generate? click the Tax Return, all calculation worksheets radio button. Be sure all checkboxes in the right-hand box are checked, so those forms will be included in the output.
- Click Save As PDF, accept or edit the file name as desired, and click Save.
- Open the newly created PDF file using your PDF reader (e.g. Adobe Acrobat Reader DC).
- Use the reader's Find/Search feature (e.g. use the Edit > Find menu or the CTRL-F keyboard shortcut) to search for any keyword (or dollar amount) of interest.
- If found, make a note of the tax form(s) that contain the searched text.
- Return to TurboTax.
- Be sure you're in Forms mode. (If you're in Step-by-Step mode, click the Forms button near the upper right corner of the screen.)
- In Forms mode, click the Open Form icon near the upper left side of the screen, then select the tax form or worksheet you noted in step (6). Then manually scan through that form to find the line(s) containing that text.
