TurboTax Deluxe 2024 - Desktop Version - The Search feature

[GM45]

Hello:

When I click on Search it pulls up a Digital Assistant which I find useless. For example, I type "IRA Contributions" and instead of giving a "Jump to ..." option as members often mention when they are answering a question, it will list possible answers in anyway related to "IRA Contributions".

Am I missing something?

Thanks!

[rjs]

Here are two ways to do a search. Either one should work.

1. At the very bottom of the TurboTax Assistant window it says "Type or ask something." See the screen shot below. Click on those words and you will get a cursor that allows you to type what you want to search for. Then click the send arrow on the right or press Enter. If you get a response that says "Jump directly to ...," click on that.

2. Sign out of your TurboTax account. On the File menu (not the File tab) select "Signed in as GM45." Then click Sign Out, and click Sign Out again to confirm it. After you sign out, when you click Search at the top right you will get a Sign In window. Do not sign in. Click the X in the top right corner to close the Sign In window. Then you will get the old-style search window with the search bar at the top where you can type your search.

[LenaH]

If you continue to have an issue getting to the correct area to enter your IRA contributions, please follow the steps below:

1. Click on the Federal taxes tab.
2. Click on Deductions & Credits.
3. Scroll down to Traditional and Roth IRA Contributions and click Start.
4. Continue through the screens.

@GM45 

[GM45]

Thanks. But when I type a question such as IRA Contributions, this is what I get. I never see a Jump to link I can click. 

I get stuff like:

Happy to help!

Check out these related answers from the TurboTax Community that I found!

How do I enter a backdoor Roth IRA conversion?

What happens if I made an excess Roth IRA contribution because my modified adjusted gross income is too high?

Where do I enter my SEP IRA contributions?

Can I contribute to both a 401(k) and an IRA?

Additional results

Get even more help

[rjs]

It looks like my two suggestions don't produce the same results. Method 2 works better.

Also note that the Search is very particular about what you enter. If you type IRA contributions (using my method #2) you will get a jump-to link. If you type IRA contribution (without the S) you don't get a link. So you might have to try several variations of a particular topic.

[MelsTTC]

This feature appears broken on Deluxe 2024 desktop.   I never get Jump TO link no matter where I enter my "1050-ES" search key.   Most frustrating

[rjs]

@MelsTTC 

There is no Form 1050-ES. I get a jump link if I enter 1040-es, using method 2 in my earlier post above.

[MelsTTC]

I meant 1040-ES search key.  Earlier version used to take me to a screen to help me estimate my taxes for the new year.   Why did you guys take away a very useful feature.  

I hater your digital assistant by the way.

[MelsTTC]

yes I used your method 2. did not work

[MelsTTC]

It finally worked this time.  your Method 2 that is.    Thanks for bearing with a frustrated customer.

[Tacs]

That 2nd method worked for me, but it has to be a bug.  That's a really unfriendly way for the program to work.

[VolvoGirl]

In the Desktop program.  When you click on SEARCH in the upper right you either get the Turbo Tax Digital Assistant or the Turbo Tax Help box depending if you are signed in. I have gotten the Jump to links using both ways.  In the Desktop program you can sign in or sign out of your account under FILE on the top menu.

If you are signed in it will say Signed in as [name] under File. SEARCH will open the Digital Assistant like a chat box. Go to the bottom and type your search then click the send arrow on the right side.

If you are signed out, it will say Sign in under File. The SEARCH box will ask you to sign in. If you get a window asking you to sign in, don't sign in.  Click the X in the top right corner to get rid of the sign in window. Then you will have the Search box where you enter your search at the top of the box.