Here are 2 ways to use a shortcut:
- Open your return if not open ("Take me to my return.")
- Click on Search in the top right, and enter the phrase SEP accounts without quotes. Ignore any dropdown suggestions as you enter it, and instead click the magnifying glass icon.
- You should then see a blue link Jump to Sep Accounts.
The "Jump to SEP accounts", however, may not take you to the place you wanted to go. That Search tool can be kinda funky sometimes. When I just tested the Jump link, it did not take me to what I was expecting to see. You may wish to narrow it down by using the following method:
If that first method was not productive, here's another way, and this way allows you to make a more-specific choice:
- In the left menu column click on TAX TOOLS, then TOOLS.
- In the Tools window choose the blue button TOPIC SEARCH.
- In the top field enter just the three letters SEP without quotes.
- In the selection list, you will see 6-7 SEP topics. Scroll through that list of SEP topics to choose more-specifically what you want.
- Then click GO.
