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Level 2
posted Feb 6, 2021 12:37:35 PM

Duplicate a return in the software

I'm running the desktop Deluxe version.  My 2021 situation will be significantly different than 2020.  I'd like to do a trial return with my best guesses of the changes; but more than half of the return will be the same.  Is there an easy way to copy the completed, but not yet filed 2020 return with a different ID and work on that.  I can achieve the same thing with a bunch of data entry; but I'm lazy

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1 Replies
Level 15
Feb 6, 2021 12:43:38 PM

If you are using the TurboTax desktop CD/Download editions you can use the What-if Worksheet.

Click on Forms.  When if Forms mode click on Open Form at the top left of the screen.  Type in what-if and then click on the result to open the worksheet.