topic How do I get the "tax tools" menu? in Get your taxes done using TurboTax

How do I get the "tax tools" menu?

starfisht — Tue, 10 Feb 2026 10:49:15 GMT

I have TT Premier that I installed from a CD on my laptop.

I'm being told that there should be a left hand vertical menu with a "tax tools" option. I don't have that left hand menu.

I have a horizontal menu along the top on the left which says File Edit View Forms Tools Online Help

Can anybody tell me what's going on?

Re: How do I get the "tax tools" menu?

VolvoGirl — Sun, 25 Feb 2024 02:52:30 GMT

The black bar down the left side is only for the Online version. You have the Desktop program. What are you looking for?

Re: How do I get the "tax tools" menu?

starfisht — Sun, 25 Feb 2024 03:01:45 GMT

This is what I was told to do:

1. Select "Tax Tools" in the left hand menu
2. Select "Tools"
3. Select "View Tax Summary"
4. Select "Preview My 1040" in the left hand menu

5. Select "NY Tax Summary"

NY Tax Summary will be used to calculate my NY tax on my NJ wage person ( I was a pat-time resident of NY and NJ). So I can't do this on the desktop version?

Re: How do I get the "tax tools" menu?

VolvoGirl — Sun, 25 Feb 2024 03:04:42 GMT

You can switch to Forms mode and see all the forms. Click on Forms in the upper right (left for Mac). You can do everything the Online version has and more.

Re: How do I get the "tax tools" menu?

starfisht — Sun, 25 Feb 2024 03:16:22 GMT

I'm in Forms mode, and I see a list on the left of all the forms in my return. I don't see any "Forms" to click on in the upper right (I'm in Windows).

Re: How do I get the "tax tools" menu?

VolvoGirl — Sun, 25 Feb 2024 03:31:23 GMT

Oh you are already in Forms. The Forms in the upper right is how to get into Forms. Look through the list on the left column. Just click on one to open it.

Re: How do I get the "tax tools" menu?

starfisht — Sun, 25 Feb 2024 04:19:27 GMT

OK, thanks. I wanted to get NY tax summary so I clicked on that. The way to get there seems a lot more direct in the desktop program than in the online program.