TurboTax HelpTurboTax HelpIntuit

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

SOLVEDby TurboTaxTurboTax Windows444Updated January 12, 2022

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.

Was this helpful?

You must sign in to vote, reply, or post
TurboTax Desktop BasicTurboTax Desktop BusinessTurboTax Desktop DeluxeTurboTax Desktop Home and BusinessTurboTax Desktop PremierTurboTax Live BasicTurboTax Live DeluxeTurboTax Live Full Service BasicTurboTax Live Full Service Complex IncomeTurboTax Live Full Service Complex Self-EmployedTurboTax Live Full Service DeluxeTurboTax Live Full Service PremierTurboTax Live Full Service Self-employedTurboTax Live PremierTurboTax Live Self-employedTurboTax Mobile Apps DeluxeTurboTax Mobile Apps FreeTurboTax Mobile Apps PremierTurboTax Mobile Apps Self-employedTurboTax Online DeluxeTurboTax Online FreeTurboTax Online PremierTurboTax Online Self-employed
Dynamic AdsDynamic Ads