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How do I switch to Forms Mode in the TurboTax for Windows software?

SOLVEDby TurboTaxTurboTax Windows487Updated 2 weeks ago

To switch to Forms Mode, open your return and select the Forms icon in the top-right corner of the screen (or choose Forms from the View menu at top).

The 1040 Worksheet will display, and all the forms in your return will be listed. Simply select a form to open it.

To switch back to the interview, select the Step-by-Step icon in the top-right corner, or choose it from the View menu.

Tips

  • In Step-by-Step mode, you can view the underlying tax form by selecting Show Relevant Form near the bottom of your screen. Not all screens will have this, only those where the input relates directly to a tax form
  • It's OK to switch to Forms Mode if you want to look at a form or two, but constantly toggling back and forth between Forms Mode and Step-by-Step has been known to cause problems and data corruption

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