Add Forms to a Return

One of the most common tasks while working in a return is added a new form, be is a Sch. E or a W2. Either way, the process of adding a form to a return is simple. Just follow the steps below.

1.  While in a return, select the Form drop-down at the top of the window, then Add Form/Display Form List.

2.  In the Find A Form window, you can either scroll through the list and search for the form or use the Look For option to the left to type in the form you are looking for.

3.  Either way you choose to navigate, just double click to highlighted form to add it to the return!