When you are in Forms mode, right click on the number in question and then select QuickZoom. This will take you to the form where the number is calculated. Or, you may be able to select Data Source if the number was input instead of calculated on a different form.
See the picture below for an example of the menu you will see.
FYI, this trick no longer works as of 2021 while I am filing my taxes with Turbotax 2020 desktop. The right click does not open a menu. There is no way to find the source of obscure calculated fields. This is a painful problem because some tax information tells you where to enter data on say Form 4797 or Schedule D and TurboTax will not except data entry on either form.
This is very troublesome. The ability to find the source of a number in a complicated return is critical. I have been trying to identify the source of a couple of numbers on Form 8995-A and have been unable to do so. Is there some option other than right click?
Thanks!
I know this question is old, but I just ran into the issue myself and found a workaround, so I thought I'd drop a note here for future searchers.
There is still a QuickZoom menu item, even though the right click no longer works. For me on Mac, I can access it via the overall program menu at "Forms" -> "QuickZoom to Form". The exact location probably varies based on OS, but have a look in your menus!
If you are using TurboTax Desktop, you can go to your forms by selecting the Forms icon.
I am using Turbotax premier that I got free from Fidelity Finance.
I do not see how to get to the forms anywhere.
@bratman wrote:
I am using Turbotax premier that I got free from Fidelity Finance.
I do not see how to get to the forms anywhere.
If you are using the TurboTax Premier desktop edition installed on your personal computer -
Click on View at the top of the desktop program screen
Click on Forms