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In TurboTax Online, how do I quickly jump to different sections of my tax return?

by TurboTax79 Updated 3 weeks ago

You’ll experience a new way to navigate TurboTax this tax season.

2024 tax return is your starting point in preparing your return. Wherever you are in your return preparation, if you want to go to a different section, select 2024 tax return. From there, select wherever you want to go next.

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  1. Sign in to TurboTax Online.
  2. Start a new return.
  3. Answer the initial Personal info interview questions.

This unlocks 2024 tax return.

From 2024 tax return, there are three ways to get to where you want to go.

  1. Add to your return:
    • This is a search tool. 
    • If you enter a search term, you’ll get a list of search results.
    • Select your specific topic from the search results list. 
    • You’ll be taken straight to that section of your return preparation.
  2. Up next:
    • Based on what you’ve completed so far, TurboTax recommends what you might do next. If you select it, you’ll be taken to the corresponding section. 
  3. To do, In Progress and Done:
    • Under those headings, you’ll have access to the various sections of your return, such as:
      • Personal info
      • Tax profile
      • Income
      • Provincial
      • Review
      • Finish and file

After finishing a section or topic, you'll be taken back to 2024 tax return. That's where you'll choose what you'd like to do next.

When you're preparing coupled returns, you can go to and from the 2024 tax return for each spouse whenever you want. Just choose the name of the other spouse or partner at the top of the display. You'll go directly to their 2024 tax return, where you can then move around, see their details, and work on their return.