TurboTax - form/notepad


P

ps56k

I was just reviewing some 529 accts and the related 1098-T forms.
Wanted to leave myself a note for next year's filing,
and was looking for somewhere within TT
to create a little notepad...

Thought it would be a great/simple addition to TT,
to just have a form called "personal notes",
that would follow the "file" and be imported year to year.
 
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A

Andrew

ps56k said:
I was just reviewing some 529 accts and the related 1098-T forms.
Wanted to leave myself a note for next year's filing,
and was looking for somewhere within TT
to create a little notepad...

Thought it would be a great/simple addition to TT,
to just have a form called "personal notes",
that would follow the "file" and be imported year to year.

FWIW, I have created a file I called 'TAXxxxx' (xxxx being the tax year)
that has information tax related that I carry forward year to year,
including all the W2s, W4s, 1099 etc. in terms of who they are from and
did I receive them for the appropriate tax year. I keep items in there
also related to dates I filed, and specific todos for the tax year
(quarterlies and such). Once I 'close' a previous tax year, I copy and
rename it for the next one. I keep information in this file for a
period of 4 years behind as well for archival purposes. Sound similar to
what you'd like to do within TT. Just a thought.
 

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