You CANNOT/should not use the TTax On-Line
version to do any what if scenarios. ANY changes (what-ifs) that you make will be difficult to correct so that you can file the 2016 tax return later.
You have 2 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
Buy the Desktop version and install it on your
computer --you can download the .tax2015 file from your On-Line return and use
it to transfer into your Desktop version. The Desktop version CAN do
'What-If' 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:
1. Open your return
in TurboTax.
2. From the File
menu, choose Save As.
3. Give the copy a
new name to distinguish it from the original (for example, by adding
"Test" or "Example" to the file name).
4. 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
Or 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
