shivam1
New Member

Importing your data

objective was to add and edit forms:

I needed Schedule 2 -> Other Taxes -> Line 10 to capture the repayment amount.

 

steps to edit form in Desktop Deluxe:

1. click on Forms

2. click on Open Forms

3. select whatever Forms you need (I needed Schedule 2) and click Open

4. I double click on Line 10 on Schedule 2 form

5. it takes me to Line 10 on worksheet for Schedule 2 (still no editable), I double click again

6. now it takes me to Line 8 on Form 5405 (I don't need this form as I had sold the house prior to 2023)..and I double click here

7. GUESS WHAT!!!...field is editable!!! I enter the description and the repayment amount and hit enter. payment voucher has been generated and navigate to EasyStep. 

8. peace has been restored 🙂

 

in short: you may not be able to edit the exact line you want to edit as it may have some precedent lines that must be satisfied. 

 

I am just venting our below. ignore if you must.

 

oh man this was very frustrating. so I have to repay the remainder amount of the 2008 Home Buyer Credit; we had sold our home back in 2021. Turbo Tax Live Deluxe interview did not even have a flow to address this situation (hi product team)

 

ended up getting Turbo Tax Deluxe Desktop version and luckily I was able to import Live version into Desktop so did not have to go through the interview again. but guess what..even the Desktop version does not address my situation is what I thought first. 

 

after googling I come to find you can add AND edit the forms. after some more frustrations finally figured out the aforementioned steps.