JulieS
Expert Alumni

Deductions & credits

To enter this information in Forms mode without creating errors or overrides:

  1. Select the Forms icon in the upper right corner of the screen. 
  2. Click on Open Form toward the upper left corner (red arrow).
  3. Type the word "Misc" in the pop up box (purple arrow).
  4. Highlight Misc itemized deduction wks (yellow arrow).
  5. Click Open form at the bottom of the pop up box.
  6. Enter your information in the Federal Estate Tax Smart Worksheet (green arrow).
  7. To return to the interview, click on Step-by-Step in the upper right corner. 
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