I have several TT files/returns. Is there a way to create notes within TT explaining what that particular return is for?

[Brian369]

I'm playing around with a number of different returns/TT-files working through a number of scenarios.

Aside from the actual name of the TT file, is there a way to enter/view/edit notes about each file for my own use-reference to help me keep track?

This would be like a summary or description field managed with the TT application.  I've looked around trying to find such a feature, but don't see it.

I am aware I can add supporting details for most fields within TT (like W2 and 1099 numbers), but I'm looking to do this at a higher level - for the return overall.

Thanks,

Brian

[AmyC]

The flags allow a generous description. You can enter multiple flags.  You choose the name of the flag and the description. 

For example:

Dependent section - create a flag 

Name - Dependents?

Description - which dependents are being claimed this year

When you select flag again, it shows you all your flags. This makes a quick view to see all the issues.

[Brian369]

Hmm.  A decades-long user of TT, I have to see I've never used the flag feature, and didn't really know much about it's use.

While this isn't exactly what I had in mind, it's a pretty good suggestion to accomplish what I want.

Thank you for the help.

[LindaS5247]

You can create internal notes within the TurboTax Desktop software to explain what a particular return or Form is for. But it does not work for TurboTax Online. These notes are for your personal records and do not transmit to the IRS when e-filing. 

• Click on "Forms" in the upper right corner to switch to Forms Mode.
• Choose a form
• Right-click on a blank field and select Add Supporting Details.
• Fill in the "Description" field with your own explanation. For example 2025 Tax Return. Fill your "Amount" field with zero to avoid affecting your return.
• You can check the box "Check this box to NOT print this supporting details" if you don't want the note to print. 

The best way to identify what a return is for is to use a specific naming convention when saving your files on your computer. You can use files, to rename your files, such as Tax Year, Name Description.tax.

Please return To Community if you have any additional information or questions and we would be happy to help.