topic Re: Can I edit the forms directly? in After you file

Can I edit the forms directly?

danielhobbs82 — Wed, 05 Jun 2019 02:36:40 GMT

It would really make it simpler as opposed to answering 15 questions about something I know the correct answer to.

I have the Mac version downloaded. It does not allow me t...

macano1486 — Wed, 05 Jun 2019 02:36:42 GMT

I have the Mac version downloaded. It does not allow me to enter data in manually in the Forms section. Only certain fields (when highlighted blue) allow me to edit or enter data. Is this a bug? It would make life so much easier if i can just enter in the data as I hand did everything on paper...

Just discovered a button called "Forms" on the left hand...

mcgraves — Wed, 05 Jun 2019 02:36:43 GMT

Just discovered a button called "Forms" on the left hand side of the screen. It allowed me to see my forms and enter data directly.

Forms Mode is only available in the CD/Download version....

CMass-Stan — Wed, 05 Jun 2019 02:36:44 GMT

Forms Mode is only available in the CD/Download version. For Online, Interview Mode is the only way to enter info.

Dumb. I want to enter directly.

theheasers — Wed, 05 Jun 2019 02:36:46 GMT

Dumb. I want to enter directly.

@theheasers You can in the Desktop program installed on...

VolvoGirl — Wed, 05 Jun 2019 02:36:47 GMT

@theheasers You can in the Desktop program installed on your computer. You can move an online return and switch to Desktop without paying for online version.

Yeah, now you tell me!

hughfairley — Wed, 05 Jun 2019 02:36:48 GMT

Yeah, now you tell me!

I agree. The interview drives me crazy.

Anonymous — Wed, 05 Jun 2019 02:36:50 GMT

I agree. The interview drives me crazy.

How to manually edit a form, Premier desktop version, Mac

Tomkat-V — Mon, 09 Mar 2020 10:38:35 GMT

Hi, - using desktop (CD download) 2019 Premier, on a Mac. I can view and open Forms, but not seeming able to make manual inputs, or otherwise edit. Any guidance, secret or hack would be appreciated! Please. @VolvoGirl , or anyone!

Re: How to manually edit a form, Premier desktop version, Mac

CherrySt — Thu, 09 Apr 2020 18:18:27 GMT

Did you get a response. I too am finding it very frustrating that I cannot enter a manual description on a state tax form, therefore the state rejects the electronic filing.

Re: How to manually edit a form, Premier desktop version, Mac

SForrestLO — Thu, 09 Apr 2020 19:11:27 GMT

You can switch to Forms Mode and edit documents this way.

https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-switch-to-forms-mode-in-the-turbotax-for-windows-software/00/26246

Re: Just discovered a button called "Forms" on the left hand...

debandpete — Sat, 09 May 2020 04:46:51 GMT

Can you be more specific? I can see the form, but it will not let me enter data directly into the form. I just download the software tonight for the purpose of filing tonight. What a waste of time and money!

Re: How to manually edit a form, Premier desktop version, Mac

debandpete — Sat, 09 May 2020 04:48:02 GMT

Just so you know, that doesn't work!

Re: Forms Mode is only available in the CD/Download version....

TomAm — Sat, 09 May 2020 21:48:38 GMT

I made an incorrect entry for Simple IRA contributions which effectively doubled the contribution amount. TurboTax won't recognize my edit i.e. the amount remains doubled. Any ideas?

Re: Can I edit the forms directly?

gm_55 — Fri, 23 Apr 2021 21:50:13 GMT

I have the CD version installed and I can go to the form but cannot edit it.

Re: Can I edit the forms directly?

Critter-3 — Fri, 23 Apr 2021 21:53:47 GMT

Most form entries need to be made via the worksheet for that form and if you use the FORMS mode to complete the return instead of the step by step mode in the interview ... direct entries in the FORMS will void the accuracy guarantee and may keep you from efiling. If you just want to fill in the forms and mail in the return you can use the fill in forms on the IRS website.

Re: How to manually edit a form, Premier desktop version, Mac

bridgetdaley — Tue, 12 Apr 2022 18:35:19 GMT

That does not work. I can get to the form via the "Forms" button on top left and also "Open Form" but it is not editable. I am using Turbotax Home & Business 2021 for Mac, download version.

This is very frustrating.

Re: Forms Mode is only available in the CD/Download version....

bridgetdaley — Tue, 12 Apr 2022 18:36:31 GMT

Not true. I am using Download version & can access the form but can't edit it.

Re: Forms Mode is only available in the CD/Download version....

SForrestLO — Tue, 12 Apr 2022 19:33:34 GMT

Please see this Turbo Tax help article.

How do I override (replace) an amount calculated by TurboTax?
https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-override-replace-an-amount-calculated-by-turbotax/00/25608

You may also want to update the software if you are not able to type in the Forms mode.

Re: Can I edit the forms directly?

jpcrosscountry22 — Tue, 19 Apr 2022 05:47:51 GMT

The expert that replied here is the best / correct answer. However, for those of you who are rushing and didn't read it, the short of it is, you have to go to forms mode, open the form you want and then you can right click on the field / entry you want to change and choose 'override'. This will allow you to manually override the entry. Typically, you should do this at the worksheet level / form, which will then update the actual form that gets sent in. Had to do this this year, although later on figured out why the data was wrong, in my case, my address. It is also worth noting though, this may keep you from e-filing. I got stuck in a loop trying to e-file until I figured out why it had the wrong address on the state return.

Important Note - Forms mode is only available in the CD/Download version(s). I also saw that you can convert to the CD/Download version from the online version but not visa-versa (that's my understanding anyway from prior reading on this).