topic Re: No, there is no place to include notes. in Get your taxes done using TurboTax

Can I enter personal notes within the TurboTax software program?

jackson0hewitt — Thu, 06 Jun 2019 09:09:47 GMT

These notes wouldn't be included in any tax filings. They're for my information when preparing the next year's return.

No, there is no place to include notes.

Coleen3 — Thu, 06 Jun 2019 09:09:48 GMT

No, there is no place to include notes.

While this answered my question, I still feel it would be...

jackson0hewitt — Thu, 06 Jun 2019 09:09:50 GMT

While this answered my question, I still feel it would be very helpful if TurboTax included the ability to record personal notes. With every tax preparation I keep personal, background notes, to help me with preparing the next year's tax returns. I'd like to have the ability to enter notes that are form-specific and notes that are more general. And, to be able to print these notes separately.

Re: While this answered my question, I still feel it would be...

froggy47 — Mon, 17 Feb 2020 20:04:26 GMT

Agree, pretty short sighted to not be able to do this to carry fwd personal notes each tax year, come on TT get with it.

Re: No, there is no place to include notes.

jpinter — Wed, 17 Mar 2021 03:07:29 GMT

It's a mystery that the designers of TurboTax did not envision the need subscribers would have for recording personal notes, reminders, etc. in the tax file itself. They would be infinitely more useful than scribbling notes on paper that would have no hope of being found, or shared. Get with it Intuit.

Re: No, there is no place to include notes.

macuser_22 — Wed, 17 Mar 2021 03:18:09 GMT

TurboTax is tax software not an accounting program. There is nothing in TurboTax that IRS forms do not require. There are several accounting programs on the market. TurboTax is designed to file tax returns, not to keep notes.

However, most entries allow adding a "Supporting Information" box that allows brief notes.

Re: Can I enter personal notes within the TurboTax software program?

brucecoffinjr — Wed, 05 Jan 2022 17:47:12 GMT

I have TurboTax deluxe for 2021.

Cannot activate supporting information box which is basically a note to self this year. Have done it for the last 30 years. How do I activate it this year on this version. Thank you for assistance.

Re: No, there is no place to include notes.

brucecoffinjr — Wed, 05 Jan 2022 17:49:20 GMT

Hi macuser I tried to bring up the supporting information box in deductions and credits which is basically a note to self as you have stated before. I can't activate it in the 2021 version of TurboTax deluxe how do I bring it up this year? I've done it for the last 30 years this is crazy. Thank you for your assistance. Bruce

Re: No, there is no place to include notes.

DianeW777 — Fri, 07 Jan 2022 20:12:41 GMT

Perhaps, since you have done this for some time, and it's not coming up for 2021 (assuming you are using the TurboTax CD/Download version), then there are two possible scenarios. One is that the capability has been eliminated or two, more updates are needed. The latter will be happening frequently during these early filing days.

As a reminder TurboTax does not support adding notes or statements that do not conform to any IRS standard form or statement.

We can alert @Macuser for additional information if applicable.

Re: No, there is no place to include notes.

macuser_22 — Fri, 07 Jan 2022 23:33:03 GMT

@brucecoffinjr wrote:

Hi macuser I tried to bring up the supporting information box in deductions and credits which is basically a note to self as you have stated before. I can't activate it in the 2021 version of TurboTax deluxe how do I bring it up this year? I've done it for the last 30 years this is crazy. Thank you for your assistance. Bruce

Exactly where in deductions & credits are you trying to do that? Not all fields support that.

Re: Can I enter personal notes within the TurboTax software program?

rocknotes — Mon, 13 Mar 2023 19:31:57 GMT

To add personal notes to turbo tax

Open turbo tax.
Click on 'Forms' in upper right blue banner.
Select a form with few or no entries such as 'Other Income'.
Click on a blank field such as 'Gambling winnings...'.
This field will turn blue and reveal a 'Plus sign', '+' on the left side.
Click on the Plus sign to open supporting details window.
Click the 'Check this box to NOT print this supporting details'. (optional)
Fill the description field with your notes. In my case 'Broker corrected 1099 3/13/2023'.
Fill the 'Amount' field with zero (0).
This will preserve a private note in the turbo tax file. Just remember where you put it.

Re: Can I enter personal notes within the TurboTax software program?

lim_1 — Thu, 14 Aug 2025 19:46:48 GMT

On the left there is a little box called "Flags". I use it to add notes. It even links to the section that I want to associate with that note. Try it!