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

by TurboTax•7• Updated 3 weeks ago

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

Tax home 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 Tax home. From there, select wherever you want to go next.

How to get to Tax home?

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

This unlocks Tax home.

How do I browse the sections of my return in Tax home?

From Tax home, there are three ways to get to where you want to go.

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.
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.
To do, In Progress and Done:
- You’ll see sections of your return under these headings including:
  - Personal info
  - Tax profile
  - Income
  - Provincial
  - Review
  - Finish and file

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

What if I’m preparing coupled returns?

When you're preparing coupled returns, you can move between the Tax home screens for each return whenever you want. Just choose the name of the other spouse or partner from the top of any screen. You'll be on their Tax home screen, where you can move around, see details, and work on their return.