I've always used the Glenn Reeves spreadsheets to assist in tax planning for next year, and then stumbled across the "What-If" form in desktop TurboTax. It appears to give me what I'm looking for once I check the box to "use 2023 tax rates" and fill in my estimates.
However, I'm a bit concerned that something as simple as Standard Deduction isn't being populated with the right number. It is showing 27,700 even though both taxpayers MFJ have ages listed on lines 3 and 4 over 65. The number should be 30,700. TurboTax has all updates and these numbers for 2023 have been known since late 2022.
I'm not really asking about this one specific issue (which I work around with override), but the more general question as to whether the What-If form is still maintained. Is it relatively trustworthy? I understand the estimates are only as good as the estimates I'm supplying, and What-If doesn't cover all the tax situations that the full product will when released, etc. But am I better off with this or with the spreadsheets? By the way, once the standard deduction is overridden, the resulting tax matches my spreadsheets, so I think the tax tables are correctly updated.
