Navigating in the "Step-by_Step" interface

DaveFrick — Sat, 19 Apr 2025 00:01:00 GMT

Is there a way to jump directly to specific screens in the step-by-step interface? For example, say I was in the mortgage deduction screen and wanted to get to the Schedule C Home Office Expenses screen. What is the most efficient way to do that? Do I always have to go to "Wages & Income" - "Business Items" - "Business Income & Expense" and then click through every prompt until I get to "Home Office Expenses"? I counted 20 clicks until I got to "Business Expenses" and could enter the "Home Office Expenses" section. There's got to be a faster way to get there. Can anyone help me out.

Re: Navigating in the "Step-by_Step" interface

VolvoGirl — Sat, 19 Apr 2025 00:30:06 GMT

I assume you are using the Desktop download program? I don’t find it too many clicks to go where I want. But you can try using the Search to jump to it. But Jump can be kind of tricky.

You can type home office in the search box at the top of your return and hit find and it will give you a link to Jump directly to it.

And here’s what I found how to use Search……

In the Windows Desktop program……

When you click on SEARCH in the upper right you either get the Turbo Tax Digital Assistant or the Turbo Tax Help box depending if you are signed in. I have gotten the Jump to links using both ways. In the Desktop program you can sign in or sign out of your account under FILE on the top menu.

If you are signed in it will say Signed in as [name] under File. SEARCH will open the Digital Assistant like a chat box. Go to the bottom and type your search then click the send arrow on the right side.

If you are signed out, it will say Sign in under File. The SEARCH box will ask you to sign in. If you get a window asking you to sign in, don't sign in. Click the X in the top right corner to get rid of the sign in window. Then you will have the Search box where you enter your search at the top of the box.

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Navigating in the "Step-by_Step" interface

Re: Navigating in the "Step-by_Step" interface