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April 16, 2023
Solved

Search Bar never provides the "Jump to" link many instructions say it should

  • April 16, 2023
  • 2 replies
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The search bar never seems to provide a "Jump to" link!  Many, many "solutions" online e.g. at ttlc.intuit.com/turbotax-support say similar things: Type the form name into the search bar and select the "Jump to" link in the results.  But that does not work because there is no "Jump to" shown.

 

When I click the search magnifying glass icon, a "Turbotax Digital Assistant" opens with an input box "Type something...".  If I type a form name there such as 1099-R or K-1 all I get is a useless generic message like this:

 

"Happy to help! 🤖🦾⛑️
First, I need you to clue me in to what you need by entering a few words/simple phrase... Otherwise, I'd suggest you ask the TurboTaxCommunity for help instead 👇

You also have the option to get support by phone, although wait times may vary 👇👇
TurboTax Community 

"

What am I doing wrong?  Why doesn't the search bar actually show the "Jump to" links which it apparently shows everyone else who writes those solution articles?

 

Using TT Home & Business CD installed on Windows 10.

Best answer by DoninGA

Oh, and your answer was for the online turbo tax produce, which is NOT what I'm using!  There is no "Federal" button, just "PERSONAL INFO", "BUSINESS", "PERSONAL", "STATE TAXES", "REVIEW", and "FILE".

The closest thing to what you said to use is "Wages and Salaries", which has nothing about K-1s in it.

 

In summary, WHERE is K-1 data entered in the *download* Turbotax for Windows??


@jimavera For the desktop editions -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Business Items (Business Investment and Estate/Trust Income using Home and Business)
On Schedule K-1, click on the start or update button

2 replies

April 16, 2023

Please clarify what part of the return is giving trouble and we are happy to assist. We cannot see your return from here, although it seems as if you were in the process for phone support and they often can review your screens with you.

I am sorry that the "Jump to" links were not displaying.  Usually they do but not always.  

jimaveraAuthor
April 16, 2023

> Please clarify what part of the return is giving trouble and we are happy to assist.

 

I'm entering income, i.e. in the "Personal Income" section.  I clicked "I'll choose what to work on", and am now looking at "Your 2022 Income Summary" with sections for Imports, Wages and Salaries, etc.

 

Now I click the maginfying-glass icon next to "SEARCH" in the upper right.   A pop-up window with title "TurboTax Help" appears. Inside the pop-up is "Hellow & welcome" etc. etc. and finally four teal dots and"Type something...".  I type "K-1".  It answers "Happy to help! To manually add or edit a tax form, follow these steps: 1) Open (continue) return.  2) Locate the Search bar by the (magnifying glass) icon. Search for the form name ... and select the Jump to link in the search results..."

 

So basically it is telling me to do exactly what I just did, i.e. click the Search bar (which isn't a bar but opens this big pop-up) and type the form name.   So useless.

 

Please compare what happens with the advice given at https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/enter-k-1-received/L0GrC2Hcd_US_en_US which says to enter "K-1" into Search and select the "Jump to k-1" link (which of course is not there).

DoninGA
Employee
April 16, 2023

@jimavera 

To enter a Schedule K-1

Click on Federal on the left side of the online program screen
Click on Wages & Income
Scroll down to S-corps, Partnerships, and Trusts
On Schedule K-1, Q, click on the start or revisit button

Employee
October 11, 2024

You are doing nothing wrong. Intuit trashed the functionality of the search bar - it is total garbage now. They replaced an actual functioning search bar with something that is supposed to be AI but should actually be called AS (AS = Artificial Stupidity).

DoninGA
Employee
October 11, 2024

@Radtree 

Using the desktop editions, click on the File menu at the top left of the desktop program screen.

Click on Signed in as (your UserID)

Click on Sign Out

And on the next screen, click on Sign Out

 

Click on Search

On the pop-up window asking you to Sign onto your account, close the window by clicking the X in the upper right of the window

This will remove the AI assistant and you will be able to Search normally.

April 5, 2025

No!   I cannot get rid of the useless Digital Assistant. 

 

I've used TurboTax for 30+ years and the last two TurboTax has gotten sloppy with far too many simple import errors.    Are you trying to drive customers away!