I want to make a test account so that I can see how my taxes will change if I take some money out of my retirement account. My account is a free online one. How do I make a test account?
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Log out of the account you are using *right* *now*. Then under the password entry field click the link to create an new account.
You can create a maximum of 5 accounts under the same e-mail address. So store your login credentials for each account in a safe place and be careful next year that you use the correct account for doing your actual 2020 tax return. You can not import information from one account, to another account and you can not merge accounts. All accounts that you create are unique and stand alone from all other accounts.
Thank you so much, I would never have figured that out myself.
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