They may be able to offer some advice however they are basically restricted to the return at hand. What you really need to do is use the Downloaded version to do some extrapolations in the test mode ... if you have not paid for the Online version you can switch now ... and to save a few bucks you can buy the Deluxe version ( Basic if you do not need a state return) since all the downloaded versions have all the same forms and functions ... in the higher versions you just get more interview "help" screens ....
The Home and Business program is the desktop/downloadable
version of Self-Employed. They are essentially the same program and
generate the same forms. Self-Employed is the online version of Home and
Business.
Let me know what you are trying to do and I can direct you where
to go in TurboTax. If you want to switch from preparing your taxes online
to using the desktop software to prepare your taxes, see the instructions for
making the change here: Switch from Online to
Desktop
This is my mini version of
the downloaded tutorial that should be in the downloaded program:
What is Forms Mode?
Forms Mode lets you view and make changes to your tax forms
"behind the scenes."
If you're adventurous, you can even prepare your return in Forms
Mode, but we don't recommend it. You may miss obscure credits and deductions
you qualify for, and you may forget to report things that will come back and
haunt you later.
Forms Mode is exclusively
available in the TurboTax CD/Download software. It is not available in
TurboTax Online.
Related Information:
·
Why would I use
Forms Mode?
·
How do I switch
to Forms Mode in the TurboTax for Windows software?
·
How do I switch
to Forms Mode in the TurboTax for Mac software?
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:
·
1. Open your return in TurboTax.
·
2. From the File menu, choose Save As.
·
3. Give the copy a new name to distinguish it from the
original (for example, by adding "Test" or "Example" to the
file name).
·
4. 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
·
>>
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
It's always a good idea to make a backup copy of your tax data
file, in case your original gets lost or corrupted. Here's how:
1. From
the File menu
in the upper-left corner of TurboTax, choose Save As (Windows)
or Save (Mac).
2. Browse
to where you want to save your backup.
o
Tip: If you're
saving to a portable device, save it to your computer first to
prevent data corruption. Then, after completing Step 4, copy or move the backup
file to your device.
3. In
the File name field,
enter a name that will distinguish it from the original tax file (for example,
add "Backup" or "Copy" to the file name)
4. Click Save and then
close TurboTax.
5. Restart
TurboTax and open the backup copy to make sure it's not corrupted. If you get
an error, delete the backup and repeat these steps.
If you make changes to your original tax return file, repeat
these steps to ensure your original and backup copies are in-synch.
Related Information:
·
Retrieve
a Tax File from a Portable Device
·
What's
the difference between the tax data file and the PDF file?
·
How
do I save my return as a PDF in the TurboTax software for Windows?
·
How
do I save my return as a PDF in the TurboTax software for Mac?
·
How
can I protect the tax files on my computer?
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