How do I override entries in turbo tax

Forum|Forum|3 years ago
November 15, 2022
3 replies
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can I override entires in the forms mode?

TurboTax Online

Mike9241

in desktop forms mode there are facsimile worksheets where numbers/alpha can be entered. however, any override of a Turbotax calculated amount will void the accuracy guarantee.

there is no forms mode in the online versions so any override will also void the guarantee. e-filing for 2021 is closed and overrides in 2022 will prevent e-filing

perhaps if you tell us the issue we can suggest a solution or work-around

ET2021

50% of income earned from K! is attributable to ex wife that we normally override and system will not let me override this year

rjs

Employee

The tag below your question indicates that you are using TurboTax Online. There is no way to override an entry in TurboTax Online because there is no forms mode.

In the CD/Download TurboTax software, to override an entry in forms mode right-click the entry you want to override, then select Override on the pop-up menu. The value that has been overridden will be displayed in red instead of black. Not all entries can be overridden.

An override can cause the automatic calculations to break in unexpected ways, even in places that you think are not related to the override. An override cancels the accuracy guarantee and also prevents e-filing. You can use an override to experiment, but you should not need an override in a return that you are going to file. If you need an override, you might be trying to make TurboTax do something that it is not designed to do or does not support.

magassocAuthor

I am using desktop. Not online. I want to do a trial return to estimate amount of tax due, so I want to override to make entries. Turbo Tax Deluxe 2022 won't let me do this. I was always able to do before.

rjs

Employee

Are you using Windows or a Mac. In 2022 TurboTax in Windows I am able to override. But as I said, not all entries can be overridden. It might be more accurate to say that many or most entries cannot be overridden. If you can't override a value that comes from another form, you might have to work back to where it comes from.

If you make several overrides, your estimate is essentially worthless because you are preventing the TurboTax calculations from working properly. If there's nothing particularly unusual about your tax return, you should not need overrides to do an estimate. You should be able to enter your information in forms mode in the places that are designated for manual input. Or you might actually find it easier to use the Step-by-Step interview.

An override is not just an entry. It's changing an amount that TurboTax has calculated. You shouldn't need to do that. And overriding what TurboTax has calculated reduces or completely destroys the accuracy of your estimate.