Thanks for getting back to me. According to this website the thefinancebuff.com, there is indeed a what-if-worksheet in the desktop version. I contacted TurboTax support desk and they sent me into a rabbit hole and couldn’t get what I wanted. It seems that I may have to buy the downloadable version in order to get the worksheet.
“The What-If Worksheet is only available in TurboTax downloaded software. It’s not in its online software. It’s another reason to use TurboTax downloaded software, not the online software. As far as I know, only TurboTax has it. H&R Block doesn’t have it. Neither does FreeTaxUSA.
Plan for Roth Conversion
I’ll show you how to plan for Roth conversion with this Work-If Worksheet in TurboTax by the same example I used in the previous post Roth Conversion with Social Security and Medicare IRMAA.“
