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Level 2
Mar 18, 2021 7:36 PM UTC
Solved

editing forms/schedules directly

How do you edit a form or schedule in TURBOTAX CD version

    BillM223Answer
    Level 15
    Mar 22, 2021 7:57 PM UTC

    For Windows, you go into Forms mode (Upper right).

     

    Navigate to the field you want. Try to enter the value you want. 

     

    If you cannot enter it, then right-mouse click on the field, and choose Override. Now you can enter the amount or text.

     

    NOTE: using Override can void the Tax Accuracy Guarantee, so be very sure that you want to do this.

     

    Sorry, I don't know about the Mac platform, but I hope the process is similar.

    **Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

    2 replies

    BillM223Answer
    Level 15
    Mar 22, 2021 7:57 PM UTC

    For Windows, you go into Forms mode (Upper right).

     

    Navigate to the field you want. Try to enter the value you want. 

     

    If you cannot enter it, then right-mouse click on the field, and choose Override. Now you can enter the amount or text.

     

    NOTE: using Override can void the Tax Accuracy Guarantee, so be very sure that you want to do this.

     

    Sorry, I don't know about the Mac platform, but I hope the process is similar.

    **Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"
    EDF2Author
    Level 2
    Mar 22, 2021 8:28 PM UTC

    Fyi:

     

    Holding down the Control (Ctrl) key on your keyboard when you click a mouse button is the equivalent of a right-click on a two-button mouse. The Control key performs the same modifying function when you press down on a MacBook's built-in trackpad or an Apple Magic Trackpad while holding the key down.