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April 6, 2025
Question

Viewing how a field is calculated

  • April 6, 2025
  • 1 reply
  • 0 views

I am using TurboTax Home and Business for Windows.  I am running it on a Mac Powerbook using Parallels for a Windows partition.

I am unable to "right click" on a calculated field for a California state return on the Sch CA(540NR) form.  I do see the ability to go to worksheets for fields on the Federal return.

 

Does the "right click" capability exist for state returns?  There are fields that are titled like they are being summed across W2's but don't add up when reviewing the W2s.

 

Thanks for any help.

1 reply

April 7, 2025

Yes, the right-click does work to trace information about a particular field in both Federal and state returns.  Not every function shown when you right-click will work on every field.  Sometimes clicking Data Source will show you where the value originates.  Other times clicking QuickZoom will take you to the worksheet used to derive the value.

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