topic New to Turbo Tax - Can I skip around? in Get your taxes done using TurboTax

New to Turbo Tax - Can I skip around?

Zingo1 — Tue, 10 Feb 2026 10:43:37 GMT

I am very new to TurboTax... I would normally do kind of sections of my taxes, and then put them all together at the end. I have stock market sales, and to me, that is the hardest. I would like to enter all my stock market stuff first, and get done with that. Is there some way to skip to a stock market section? Right now, I have started entering the very basic information on my husband. Is there some way to skip around?? TurboTax has not even asked for my information yet (I am the wife, we file jointly). Did I miss something? It not even asked if we file jointly, I think. Thanks for any tips.

Re: New to Turbo Tax - Can I skip around?

JohnB5677 — Mon, 26 Feb 2024 13:40:23 GMT

Yes to just about everything.

First, you should complete the entry of both your husband's and the rest of your families information. This will help with assigning forms and amounts to each person.

It sound like you want to focus on stock transactions.

To post investments:

Sign into TurboTax
Select Work on other (Income/Deductions)
There is a Sidebar to the left
Under Federal
Select Wages & Income
This will give a list of income options for you to choose from.
Scroll down to Investments and Savings (1099-B, 1099-INT, 1099-DIV, 1099-K, Crypto) - Select it
Depending on what you've done you may see different screens
If you've already entered some transactions you can Add investments
1. You may see Let's import your tax info
2. Or you can choose [Enter a different way] I suggest you use this
You will se a panel of 5 boxes
Select the top right Stocks, Bonds, Mutual Funds - Continue
Now enter Which bank or brokerage is on your 1099‑B? - Continue
Answer the 4 questions - Continue
Select either Sales Section Totals or One by One Continue
Follow the interview.

Please contact us again with any questions, and provide some additional details.

Re: New to Turbo Tax - Can I skip around?

Zingo1 — Wed, 28 Feb 2024 14:57:05 GMT

So, can I skip to "Donations" in the same way? And I have a form 5498 for my IRA Contributions... Can I skip to there somehow? Thanks for your help. I am a new TurboTax user, but I love it so far.

Re: New to Turbo Tax - Can I skip around?

JohnB5677 — Wed, 28 Feb 2024 15:17:41 GMT

Again I can say yes.

To do donations:

Start out the same way.

Sign into TurboTax
Select Work on other (Income/Deductions)
There is a Sidebar to the left
Under Federal
Select Deductions & Credits
Scroll down to Charitable Donations (Clothes and other items, money, miles driven, stock)
Follow the interview

Now I'm going to show you a trick for getting around in TurboTax.

In the sidebar on the left

Select Tax Tools
On the drop-down select Tools
There will be 4 green boxes
Select Topics Search (top left)
Type the form number or topic. 5498
The 5498 does not have to be included on your tax return.

You can use this feature to find most forms and data entry positions.