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Level 3
February 11, 2023
Question

What if worksheet doesn't change TAX SUMMARY?

  • February 11, 2023
  • 1 reply
  • 0 views

hello have TT Deluxe for 2022 tax year, looking to use the "what If " worksheet for planning.

I made a What if copy of my original return and I  am input data I want to change in that copy.

Do  I have to Save this data change to see Tax Summary changes to occur?

I input various data for income and/or expenses, but dont see changes in the tax summary.

Perhaps I am missing a step? Just need some guidance on this.

thanks

John

    1 reply

    Level 15
    February 12, 2023

    Yes, the only way the tax summary is changing is with saved data, it does not recognize it otherwise. 

     

    Please let us know if we can further assist you. 

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