You can only do that in the Desktop program.  Are you using Online or Desktop?  What do you want to change?  

any override prevents e-filing. 

I assume Online as I had to enter a license code.  Need to override line 16 on Schedule 1 as the software does not provide an option for a Cash Balance Plan and the adjustment is being capped at a lower amount as a result.

Thanks 

@Hinebaugh - license code means you are using the desktop version....you downloaded the software to your desktop / laptop, right?

You don't want to override, not only can you not e-file, it invalidates the Turbo Tax warrentee.  

Ok- I am not going to e-file so I am not concerned about that and I am also fine with not having the warranty.  I just need a way to properly input the cash balance contribution and the software will not let me so I am not sure I have a choice other than to override.  (Which I can't figure out how to do) 

@Hinebaugh - of no one from the community responds, suggest calling the Support number.

you really want to efile.....paper filing is taking 6-9 months to process, while efiling takes about 3 weeks for most returns. 

IRS is still backlogged from 2021 tax season and has only completed all tax returns received without error through March, 2021 (and I suspect that is because they are holding over 1 million paper returns in backlog) - this is per the IRS website last week. 

if you installed a program on your PC< and then logged in,

You are in the Online version not the desktop version, which does not have any login.

@Hinebaugh 

@Hinebaugh 

For the 2022 program ... it is not fully functional and will not be until the end of January or even later for some things ... so before you rush ahead to do an override I would wait until then.  Click on the REVIEW tab to see which parts of the program is still not ready and an estimated date when it will be.  The IRS will not even start processing returns until mid to late January  and as already mentioned efiling is best ... paper returns have a 25% data input error rate and have been taking as much as a year to process. 

If you must do an override some  must be done on the appropriate feeder worksheet for entry to a place on the form.  Click on the field in question in the forms mode to data search for that place. 

FYI ... overrides in the forms mode voids the accuracy guarantee  and may keep you from efiling so they are done as a last resort only. 

This is my mini version of  a tutorial  that should be in the downloaded program: 

What is Forms Mode?

Forms Mode lets you view and make changes to your tax forms "behind the scenes."

If you're adventurous, you can even prepare your return in Forms Mode, but we don't recommend it. You may miss obscure credits and deductions you qualify for, and you may forget to report things that will come back and haunt you later.

Forms Mode is exclusively available in the TurboTax CD/Download software. It is not available in TurboTax Online.

Related Information:

• Why would I use Forms Mode?
• How do I switch to Forms Mode in the TurboTax for Windows software?
• How do I switch to Forms Mode in the TurboTax for Mac software?
• What is-the-meaning-of-all-the-different-colors-in-forms-mode
• How to delete a form

If you want to play around with different figures and tax scenarios without affecting your original return you can ….

• >>>In the TurboTax CD/Download software by creating a test copy: 
• 1.  Open your return in TurboTax. 
• 2.  From the File menu, choose Save As. 
• 3.  Give the copy a new name to distinguish it from the original (for example, by adding "Test" or "Example" to the file name). 
• 4. Click  Save. You are now safely working in the test copy and anything you do here will not affect the original. 
•  https://ttlc.intuit.com/questions/1900642-how-to-make-a-test-copy-of-your-return

• >>  use the WHAT IF tool: 
• - Click Forms Icon (upper right of screen) or Ctrl 2 (forms view) 
• - Click on the Open Form Icon 
• - In the “Type a form name.” area type What-If (with the dash), click on the name of the worksheet - click on Open Form 
• - You will see the worksheet on the right side of the screen; enter the information right into the form 
• - To get back to interview mode - click on the Step-by-Step Icon (upper right of screen) or Ctrl 1

Once you have filed successfully … you can shut off the auto updater function and then save the return &  .taxfile.

For Windows, up in the top menu, you  can set the  "Updater Preferences" to "Always Ask" or more commonly set to "I don't have an internet connection"  (even if you do), and then you are not forced to update....and can manually force an update when you choose to do so.   And then you can open the file(s) at any time with no forced upgrade.

But that's the Windows software.....not a MAC. For a MAC you cannot turn off the auto updater  HOWEVER  you can simply disconnect from the internet before opening the tax return.

It's always a good idea to make a backup copy of your tax data file, in case your original gets lost or corrupted. Here's how:

1. From the File menu in the upper-left corner of TurboTax, choose Save As (Windows) or Save (Mac).
2. Browse to where you want to save your backup.
   • Tip: If you're saving to a portable device, save it to your computer first to prevent data corruption. Then, after completing Step 4, copy or move the backup file to your device.
3. In the File name field, enter a name that will distinguish it from the original tax file (for example, add "Backup" or "Copy" to the file name)
4. Click Save and then close TurboTax.
5. Restart TurboTax and open the backup copy to make sure it's not corrupted. If you get an error, delete the backup and repeat these steps.

If you make changes to your original tax return file, repeat these steps to ensure your original and backup copies are in-synch.

Related Information:                             

• Retrieve a Tax File from a Portable Device
• What's the difference between the tax data file and the PDF file?

AND save it as a PDF so you have access to a copy even if you don’t have the program still installed and operational :

• How do I save my return as a PDF in the TurboTax software for Windows?
• How do I save my return as a PDF in the TurboTax software for Mac?

AND protect the files :

• How can I protect the tax files on my computer?

*** Other clues to the downloaded program ***

In the forms mode ... double click  or right click on a box on a form to data source it ... sadly it doesn't work on all boxes. 

What's the meaning of all the different colors in Forms Mode?

When you look at an onscreen tax form using Forms Mode, you might wonder why one figure is blue and the one next to it is red or black.

These colors indicate the source of that data.

Overriding is not necessary.  A cash balance plan is a defined benefit plan.  Enter it as such.   TurboTax does not limit the amount that you are permitted to report as contributions to a defined benefit plan.

I

am using the online version; however, I need to enter some new data into Line 5a.  I have done this repeatedly before.  Just need some help on how.  If this manual entry negates a turbotax no problem. 

In order to type directly into the form you need to download the desktop version.  The online version doesn't allow for it.  

I would recommend just entering your 1099-R through the portal instead of typing directly onto the form.

@ccjc2252 

Why do you need to change line 5a?  It's not needed for anything.  In fact Line 5a can be blank or less than 5b.  Only the amount on 5b is taxable.  If you tell us what is wrong with 5a we can probably tell you how to update it without going into forms and overriding it.  

I have entered 1099 r as taxable in Box 1 & 2 but 1040 is reducing the  amount taxable, it should not?

The amount taxable is not correct, how do I change it.

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@Bianco wrote:

I have entered 1099 r as taxable in Box 1 & 2 but 1040 is reducing the  amount taxable, it should not?

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Are you saying the amount in box 2a on the Form 1099-R is not the same amount that is on the Form 1040 on either Line 4b or Line 5b?

1. Why do you think that the amount on the 1040 is not the correct taxable amount?

2. After you entered the 1099-R data, did you go through an interview asking a series of questions about when the pension/annuity started, how many payments you have received, and a number of other questions that seemed irrelevant?

I have a small RMD from an inherited IRA but that income (even though it appears properly input) is not landing on line 4b as a taxable amount.  Right clicking on it and selecting Override doesn't work. When I highlight line 4b and click "Control D" nothing happens.

A Form 1099-R for a distribution from an inherited traditional IRA will have the gross amount in boxes 1 and 2a, box 2b Taxable amount determined marked, code 4 in box 7 and the IRA/SEP/SIMPLE box marked.  When asked, you must answer Yes when presented with the poorly worded question asking if you inherited the IRA from [Financial Institution].

If the IRA/SEP/SIMPLE box is not marked, the distribution is from some kind of account other than a traditional IRA.

I want to enter an explanation on form 4592 (?)  about my excess RMD contribution.. It will not let me type in entry...How do I do that