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
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
