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Level 5
February 25, 2024
Question

How do I get the "tax tools" menu?

  • February 25, 2024
  • 1 reply
  • 0 views

I have TT Premier that I installed from a CD on my laptop.

I'm being told that there should be a left hand vertical menu with a "tax tools" option. I don't have that left hand menu.  

I have a horizontal menu along the top on the left which says File   Edit    View   Forms    Tools   Online    Help

Can anybody tell me what's going on?

    1 reply

    VolvoGirl
    Level 15
    February 25, 2024

    The black bar down the left side is only for the Online version.  You have the Desktop program.  What are you looking for?  

    starfishtAuthor
    Level 5
    February 25, 2024

    This is what I was told to do:

    1. Select "Tax Tools" in the left hand menu
    2. Select "Tools"
    3. Select "View Tax Summary"
    4. Select "Preview My 1040" in the left hand menu

    5. Select "NY Tax Summary"

     

    NY Tax Summary will be used to calculate my NY tax on my NJ wage person ( I was a pat-time resident of NY and NJ). So I can't do this on the desktop version?

    VolvoGirl
    Level 15
    February 25, 2024

    I'm in Forms mode, and I see a list on the left of all the forms in my return. I don't see any "Forms" to click on in the upper right (I'm in Windows).


    Oh you are already in Forms.  The Forms in the upper right is how to get into Forms.  Look through the list on the left column. Just click on one to open it.