You CANNOT massage the .tax file in any way when using the TTax On-Line version. ANY changes (what-ifs) that you make will PERMANENTLY change your .tax file.
You have 3 options:
Create a new On-Line account for each 'what-if' that you want to try. In TurboTax Online, you'll have to create a test account separate from your regular TurboTax account and create a test return there. We recommend adding "test" or similar to your User ID so you can easily distinguish it from your actual account.
OR
Use the estimated payment section in either program just do not change the filed return info ...
To access your current year online tax returns sign onto the TurboTax website with the userID you used to create the account - https://myturbotax.intuit.com/
Scroll down to the bottom of the screen and Click on Add a state
This will take you back to the 2021 online tax return. If you have filed the 2021 tax return do Not make any changes to the return that was filed. Only access the estimated tax section and then print the estimated tax forms if needed.
- With your tax return open, enter 1040-es in the Search box located in the upper right of the program screen. Click on Jump to 1040-es
- Answer No to the question, Do you want to change your W-4 withholdings for 2021?
- On the next screen, Review Your Estimates, select Review Now.
- Proceed through the interview, answering questions about your 2021 filing status, income, deductions, etc.
- Eventually, you'll come to the Print Vouchers screen; answer Yes and we'll include your 2021 1040-ES payment vouchers in the Print Center.
OR
Buy the Desktop version and install it on your computer --you can download the .tax2017 file from your On-Line return and use it to open your Desktop version. (You CANNOT upload the .tax2017 from a Desktop return to work in the 2017 On-Line version.) The Desktop version CAN do 'What-If' & test return scenarios.
If you want to play around with different figures and tax scenarios without affecting your original return you can ….
>>>In the TurboTax CD/Download software by creating a test copy:
- Open your return in TurboTax.
- From the File menu, choose Save As.
- Give the copy a new name to distinguish it from the original (for example, by adding "Test" or "Example" to the file name).
- Click Save. You are now safely working in the test copy and anything you do here will not affect the original.
https://ttlc.intuit.com/questions/1900642-how-to-make-a-test-copy-of-your-return
>> use the WHAT IF tool:
- Click Forms Icon (upper right of screen) or Ctrl 2 (forms view)
- Click on the Open Form Icon
- In the “Type a form name.” area type What-If (with the dash), click on the name of the worksheet - click on Open Form
- You will see the worksheet on the right side of the screen; enter the information right into the form
- To get back to interview mode - click on the Step-by-Step Icon (upper right of screen) or Ctrl 1
