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How to make a test copy of your return

You may want to play around with different figures and tax scenarios without affecting your original return.

In the TurboTax CD/Download software, you can easily create test copy:

  1. Open your return in TurboTax.
  2. From the File menu, choose Save As (Windows) or Duplicate (Mac).
  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. Save the copy. You are now safely working in the test copy and anything you do here will not affect the original.

In TurboTax Online, you'll have to create a test account separate from your regular TurboTax account and create a test return there. We recommend adding "test" or similar to your User ID so you can easily distinguish it from your actual account.

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