Skip to main content
March 14, 2025
Question

Turbotax won't let me override a line of text on Schedule B, Part I - Interest

  • March 14, 2025
  • 1 reply
  • 0 views

I use TurboTax Home and Business 2024 desktop version for Windows.

 

I need to override a line of text on schedule B, i.e. Under Part I - Interest, the line Nominee Distribution. I like to add supplemental information on that line and won't be changing the figures in the amount column. When I go to Forms, Schedule B and right click on the line, the Override is grayed out and TurboTax won't let me override it.

In contrast, TurboTax allows me to do this exact thing in Part II - Ordinary Dividends on Schedule B. When I click on the line Nominee Distribution, I am able to edit the line and append supplemental text.

 

How do I get TurboTax to allow me to edit the Nominee Distribution line in Part I - Interest section?

1 reply

March 17, 2025

We have recently reported an issue with the ability to enter "additional details" in some areas of Home and Business and referred it for investigation.

 

You should be able to adjust interest on Form 1099-INT due to a nominee distribution in the interview for that item. See screenshot below:

 

 

The Learn More link mentions nominee interest as an item that can be adjusted. The follow up screen allows you to enter the amount of the adjustment and select that you received an amount as a nominee.

 

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
March 17, 2025

Thank you for your reply, but your answer does not address the issue I am facing.

March 18, 2025

We did refer the issue of not being able to add "additional details", in many of the Forms, for further investigation. We don't have an estimated resolution date as yet. 

 

You can adjust interest for a nominee distribution in Step by Step mode. Please clarify if there is another issue.

 

 

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"