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Level 1
November 23, 2020
Question

Can I start anywhere I want with the Turbo Tax program?

  • November 23, 2020
  • 4 replies
  • 23 views
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4 replies

Level 15
November 23, 2020

Are you using desktop software?  Skip around all you want.  Be aware that there are many updates still to come.  And the the "refund monitor" means nothing until ALL of your information has been entered.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
Critter-3
Level 15
November 23, 2020

The program works best when you complete the interview in the order it is laid out WHEN the program is fully operational.  If you start now be aware you will need to revisit all the sections you touched to make sure the updates are applied.  

Level 15
November 23, 2020

You can jump around,

 

BUT,

 

after the updates are released that make the program fully functional for 2020 (say, January 21 or so), go through everything in order one time before you file.  Just to be safe.

 

(Turbotax will accept returns for e-filing  beginning January 7, but they will go into cold storage.  The IRS will officially start processing e-filed returns January 27.  Depending on the forms you need, certain forms and tax law changes may not be ready until February.)

rjs
Level 15
Level 15
November 23, 2020

If you jump around, you are responsible for making sure that you go to every topic that you need. TurboTax will not prompt you about something that you skipped or omitted.