editing forms/schedules directly

[EDF2]

How do you edit a form or schedule in TURBOTAX CD version

[BillM223 · Accepted solution]

For Windows, you go into Forms mode (Upper right).

Navigate to the field you want. Try to enter the value you want. 

If you cannot enter it, then right-mouse click on the field, and choose Override. Now you can enter the amount or text.

NOTE: using Override can void the Tax Accuracy Guarantee, so be very sure that you want to do this.

Sorry, I don't know about the Mac platform, but I hope the process is similar.

[EDF2]

Fyi:

Holding down the Control (Ctrl) key on your keyboard when you click a mouse button is the equivalent of a right-click on a two-button mouse. The Control key performs the same modifying function when you press down on a MacBook's built-in trackpad or an Apple Magic Trackpad while holding the key down.