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PR5
Level 1

Compare Filing Status -Desktop Deluxe Version (iMac)

Several previous posts suggest that the "Forms" section of the Turbo Tax Software contains a "What-If" section. It is recommended as a way to compare What-If you filed using a status of Married Filing Separate (MFS) vs Married Filing Joint (MFJ).

 

My 2025 desktop software does not offer a "What-If Form".  Is this because it is Deluxe versus another level? Is it because I am using an iMac Desktop with Apple operating system?

 

If I can get a screenshot showing where this form is located that would be helpful. Or what steps are necessary to construct a comparison.

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3 Replies

Compare Filing Status -Desktop Deluxe Version (iMac)

All the Desktop programs have the same forms. You just get more help and guidance in the higher versions. 

Go to Forms Mode, click Forms in the upper right or on the left for Mac. Then click Open Forms box in the top of the column on the left. Open the US listing of forms and towards the bottom find the What-if worksheet. It's right under Estimated Taxes.  

 

Or try…Go into Forms View. Once there, at the top of the left column, click on the icon for "Open Form". A popup window will appear. In the text line, type the word "what" without quotes. You should see "what-if worksheet" appear as a selection choice. Double-click it to launch the form.

Compare Filing Status -Desktop Deluxe Version (iMac)

Using a Mac, click on the TurboTax menu.  Click on Forms.

When in Forms mode, click on Open Form at the top left of the page

Type in What-if.  Click on the result to open the worksheet.

PR5
Level 1

Compare Filing Status -Desktop Deluxe Version (iMac)

Thanks . I had been clicking on "Forms" within the window for the "Return" I was working on. Using the "Turbo Tax " Menu outside of the return showing in the App window  I located it.

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