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TurboTax Specialist

How to Bookmark or Save My Spot in Tax Return to Find Later

 

Did you know that TurboTax has a feature that allows you to save or bookmark certain spots of your return so that you can find them later? 

 

It is called the "Flags" feature and it's available in TurboTax Online and CD/Download versions. However, it's not available for TurboTax mobile app users.

 

This feature will allow you to mark a particular screen so that you can skip it and come back later. It saves you time of having to dig around for it by going through the entire interview again. For example, if you don't have your spouse's Social Security number handy when asked to enter it; flag it and come back later. 

 

To use this feature in TurboTax Online:

  • Log in and click Take me to my return
  • Then click on Tax Tools to the left and Tools
  • In the pop up Tools Center box, select Flags

To use this feature in TurboTax CD/Download desktop software:

  • Open the software 
  • And it's on every screen
    • On a Mac, the Flags feature is located to the left side of where you are entering your information. Click the "+" and enter a Title and Notes and then Ok to save it. 
    • On a Windows PC, the Flags icon is in the top right corner next to Forms icon. Just click it and select Add a New Flag on the screen you wish to bookmark.

IMPORTANT REMINDER: Before you e-file, make sure you remove all flags, as you can't e-file with an active flag.