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Add Forms to Your Return

To add a form to your return, select your version of TurboTax, and then follow the steps:

Add a form in TurboTax Desktop

You can add a form to your return using either the EasyStep Interview or forms method.

Interview

To add a form to your return, find the topic, and then proceed through the section. TurboTax creates the form "behind the scenes."

Forms method

Windows

  1. From the Forms menu, select Open a Form. The Open a Form list (under Options) shows all federal (or state) forms available in your TurboTax program.

  2. Choose a form, and then select Open.

Mac

  1. From the Forms menu, select  Open a Form. The Open Form window shows all federal (or state) forms available in your TurboTax program.
  2. Select the form, and then select Open.

Note: In the Open Form window, supporting forms and worksheets are listed under their main forms. An exception is the Federal Information Worksheet listed under Form 1040 (for a personal tax return) or under the main form (for a business tax return).

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Add a form in TurboTax Online

In the TurboTax Interview, find the topic or form, and then proceed through the section. TurboTax creates the form "behind the scenes."

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