Question

How to Go to "Calculated" Entries

Forum|Forum|4 years ago
November 22, 2021
3 replies
0 views

Many TT entry boxes, when I click on them, show the entry is "calculated". Some of these calculated entry boxes, when double-clicked, will open up a popup that shows the source of the "calculated" amount.

Many "calculated" boxes showing amounts do NOT open when double-clicking them. Is there a way to go to the source entries for these "calculated" boxes?

fanfare

Employee

look for the "magnifying glass'" next to a field when you mouse over it.

If that , or double click doesn't work, the field is just arithmetical;.

SteamTrain

Employee

If you are talking about some entries you see in the actual Forms themselves?

(Windows Computers...desktop software)

IF it is not a colored entry box/line....just black on white

and

IF there is no magnifying glass when you click on the number,

........try rt-clicking on the number and select "Data Source" from the pop-up menu.

Even then, it doesn't always go to a place that is really useful....sometimes you have to just read the instructions showing on the form for that particular line

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

1

156churchAuthor

SteamTrain; I'm on a Mac.

I haven't found that right-clicking on a "calculated" box does anything. Should right-clicking on a Mac bring up a select data source choice?

Is there another way, on a Mac, to get to the data source?

SteamTrain

Employee

Only a couple experts in here use a MAC. @macuser_22 might know.

_______________________

I didn't think a MAC had a rt-click option. You might try clicking on the box/field and then checking various choices up in the menu bar at the top of the screen.....that's where I think they put some of the selections for a MAC since rt-click isn't available.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

rjs

Employee

Please give a couple of examples of specific calculated entries that you want to see the source for. Give the form number or name and the line number.

I assume you are looking at these entries in forms mode. Are you using TurboTax in Windows or on a Mac? What year is the TurboTax software that you are looking at?

Critter-3

This is my mini version of a tutorial that should be in the downloaded program:

What is Forms Mode?

Forms Mode lets you view and make changes to your tax forms "behind the scenes."

If you're adventurous, you can even prepare your return in Forms Mode, but we don't recommend it. You may miss obscure credits and deductions you qualify for, and you may forget to report things that will come back and haunt you later.

Forms Mode is exclusively available in the TurboTax CD/Download software. It is not available in TurboTax Online.

Related Information:

If you want to play around with different figures and tax scenarios without affecting your original return you can ….

>>>In the TurboTax CD/Download software by creating a test copy:
1. Open your return in TurboTax.
2. From the File menu, choose Save As.
3. Give the copy a new name to distinguish it from the original (for example, by adding "Test" or "Example" to the file name).
4. Click Save. You are now safely working in the test copy and anything you do here will not affect the original.
https://ttlc.intuit.com/questions/1900642-how-to-make-a-test-copy-of-your-return

>> use the WHAT IF tool:
- Click Forms Icon (upper right of screen) or Ctrl 2 (forms view)
- Click on the Open Form Icon
- In the “Type a form name.” area type What-If (with the dash), click on the name of the worksheet - click on Open Form
- You will see the worksheet on the right side of the screen; enter the information right into the form
- To get back to interview mode - click on the Step-by-Step Icon (upper right of screen) or Ctrl 1

Once you have filed shut off the auto updater function and save the return and .taxfile.

It's always a good idea to make a backup copy of your tax data file, in case your original gets lost or corrupted. Here's how:

From the File menu in the upper-left corner of TurboTax, choose Save As (Windows) or Save (Mac).
Browse to where you want to save your backup.
- Tip: If you're saving to a portable device, save it to your computer first to prevent data corruption. Then, after completing Step 4, copy or move the backup file to your device.
In the File name field, enter a name that will distinguish it from the original tax file (for example, add "Backup" or "Copy" to the file name)
Click Save and then close TurboTax.
Restart TurboTax and open the backup copy to make sure it's not corrupted. If you get an error, delete the backup and repeat these steps.

If you make changes to your original tax return file, repeat these steps to ensure your original and backup copies are in-synch.

Related Information:

AND save it as a PDF so you have access to a copy even if you don’t have the program still installed and operational :

AND protect the files :

How can I protect the tax files on my computer?

*** Other clues to the downloaded program ***

In the forms mode ... double click or right click on a box on a form to data source it ... sadly it doesn't work on all boxes.

What's the meaning of all the different colors in Forms Mode?

When you look at an onscreen tax form using Forms Mode, you might wonder why one figure is blue and the one next to it is red or black.

These colors indicate the source of that data.

Color	Meaning
Blue	You entered this data, either in the interview or Forms Mode.
Black	The program entered this data or calculated this amount.
Red	This data has either been overridden or is invalid (for example, a ZIP code that doesn't exist).
Red italics	You marked this amount as estimated.
Black italics	The program calculated this amount from an amount you marked as estimated.
Purple	This information has supporting details.
Aquamarine	This data was transferred over from last year.
Green	This data was imported from Quicken or QuickBooks.
Yellow fields (Windows)	Yellow fields allow user input. Anything you enter here shows up in blue.