This article applies to:

Drill-downs and overrides

Select any line item in the return to view supporting details on the organizer.

Access the organizer section related to that line.

Review source documents that contributed to the figure.

Trace data from source to final return.

If you need to adjust a calculated field manually:

Go to the field in the organizer or return.

Enter your override value.

Refresh diagnostics to ensure no new issues arise.

tip

Use overrides sparingly and document your reasoning to maintain a clear audit trail.