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Level 1
posted Feb 25, 2025 10:32:49 AM

Step-by-Step to Forms

I'm wondering if TT has this feature - 

When using the Step-by-Step method, can I click a button that shows me where in the form the information is relevant/will be entered?

 

I ask because I'm transitioning from a tax professional doing my taxes the last 4 years, to doing it myself in TurboTax.  But for some step-by-step questions that I don't fully understand, it would be great to see where on the forms the information will go, and compare it to how my tax professional did it.  The hope is to keep things accurate and consistent with years past.

 

Thanks in advance for the help.

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1 Best answer
Level 15
Feb 25, 2025 10:37:57 AM

When you are entering information for a federal or state income tax form or schedule at the bottom left of the desktop program screen, click on the highlighted link Show Relevant Form

2 Replies
Level 15
Feb 25, 2025 10:37:57 AM

When you are entering information for a federal or state income tax form or schedule at the bottom left of the desktop program screen, click on the highlighted link Show Relevant Form

Level 1
Feb 25, 2025 10:42:02 AM

Aha!  Didn't see it there, thank you so much for the help!