Can I enter personal notes within the TurboTax software program?

Forum|Forum|7 years ago
June 6, 2019
4 replies
24 views

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

Anonymous

No, there is no place to include notes.

jackson0hewittAuthor

Level 2

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.

froggy47

Level 2

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.

brucecoffinjr

Level 2

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.

rocknotes

Level 2

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.

lim_1

Level 2

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!