turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

2017 tax returns

I would like to simulate my 2017 tax return and start plugging in the numbers now. If you don't have a beta version available, can I do the what-if scenarios in the 2016 software that I have with a different user profile so as not to change any of the 2016 figures? Thanks for your help.  Ashok
1 Best answer

Accepted Solutions

2017 tax returns

Just remember that there may be changes to a lot of tax laws before January.

Do you have the 2016 desktop software installed?   If so, you have a couple of options for experimenting.

Before experimenting, be sure to save an archival copy of your 2016 data file as originally filed; i.e., the *.tax2016 data file.   Name it something like "2016return_original" or whatever you choose, and store it in a safe place.  It's also a good idea to save some PDFs.  I usually save a PDF of my return "as filed", and one with all the forms and worksheets.

If you have the 2016 software, you can prepare multiple returns, so just start a new one.   Be sure to save it with a completely different filename from your original 2016 return.  Such as "2017_whatif" or "2017test", etc.

If you don't want to start from scratch and plug in everything, there is a "what-if" feature built into the desktop software that uses your 2016 return as a foundation.  If you decide to use that, then before doing it, I'd make an archival copy of my 2016 tax data file and PDFs and store them safely as I mentioned above.  The "what-if" feature should not be a permanent change since it's a separate worksheet, but if something goes wrong, it's good to have the original data file archived as a backup.

To get to the "what-if" feature, open your 2016 return, then switch to Forms Mode.  Above the list of forms in the left column is an "Open Form" icon.  Click that, then in the search field enter "what" without quotes.  Then select the "What-If Worksheet."


View solution in original post

10 Replies

2017 tax returns

Just remember that there may be changes to a lot of tax laws before January.

Do you have the 2016 desktop software installed?   If so, you have a couple of options for experimenting.

Before experimenting, be sure to save an archival copy of your 2016 data file as originally filed; i.e., the *.tax2016 data file.   Name it something like "2016return_original" or whatever you choose, and store it in a safe place.  It's also a good idea to save some PDFs.  I usually save a PDF of my return "as filed", and one with all the forms and worksheets.

If you have the 2016 software, you can prepare multiple returns, so just start a new one.   Be sure to save it with a completely different filename from your original 2016 return.  Such as "2017_whatif" or "2017test", etc.

If you don't want to start from scratch and plug in everything, there is a "what-if" feature built into the desktop software that uses your 2016 return as a foundation.  If you decide to use that, then before doing it, I'd make an archival copy of my 2016 tax data file and PDFs and store them safely as I mentioned above.  The "what-if" feature should not be a permanent change since it's a separate worksheet, but if something goes wrong, it's good to have the original data file archived as a backup.

To get to the "what-if" feature, open your 2016 return, then switch to Forms Mode.  Above the list of forms in the left column is an "Open Form" icon.  Click that, then in the search field enter "what" without quotes.  Then select the "What-If Worksheet."


2017 tax returns

@ashoksadhwani
I added some additional info above.  If you were emailed the original answer, please return to the forum to see the additional info.
upper001
New Member

2017 tax returns

I need a copy of my 2017 tax 1040 [email address removed]

2017 tax returns

How do I access my prior year (2017) return?

 

https://ttlc.intuit.com/replies/5574744

Powellbeverly525
Returning Member

2017 tax returns

I got return for the year 2017and 18 and I got my refund for this and I got approve this years 2017 and I did not get my taxs for 2017 now were will that go well I get me 2017 on the news card I got for this year

Powellbeverly525
Returning Member

2017 tax returns

Weres my taxs for the year 2017 weres my refund 

Ruby55
Returning Member

2017 tax returns

Hello. im needing to accessmy 2017 Turbo Tax Return

KatrinaLO
Intuit Alumni

2017 tax returns

You can use this link https://myturbotax.intuit.com/account-recovery/ to recover your account with your phone number. If that doesn't work there is a small blue link at the bottom that says Try something else and if you click on that you can locate your account by using your SSN, name, and birthdate. 

If you still can't access your account, you can contact TurboTax Support for assistance by following this link https://support.turbotax.intuit.com/contact/

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
trudy6958
New Member

2017 tax returns

copy my 2017 tax return

MayaD
Expert Alumni

2017 tax returns

First make sure you're using the same TurboTax account (with the same username) as in prior years.

You can access your prior year returns like this:

  1. Sign in to your TurboTax account.
  2. Scroll down to the bottom and select Your tax returns & documents.
  3. Select the year you want, then select Download/print return (PDF).

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
message box icon

Ready to start your taxes?

Hand off your taxes, get expert help, or do it yourself.

See Pricing
Manage cookies
v