I have just downloaded the 2023 desktop version of Premier and transferred over my 2022 returns. I, of course, only have estimates of all of the numbers but I am looking for the "what if" section so that I can estimate some end-of-year Roth conversion numbers.
I cannot find the "what if" form. Can someone please tell me where it is located?
Additionally, do I need to go through the program first and input all figures, even though they are estimates in order to get the "what if" variables, or hopefully, can I just use the "what if" as a stand-alone? I have previously only had the CD version of premium, which never gave me the "what if" option.
Is there a better way to do this?
Thank you.
