How to automate what if in turbotax

[euentgunn]

I am trying to model my taxes  I am writing a virtual basic macro in excel to take the output from turbo tax, but would like to know how to automate the input of data from excel so I can automate the model and solve for my lowest tax. any ideas on how to do this?

[jerry2000 · Accepted solution]

There is no provision in Turbotax to input anything from Excel.

[SweetieJean]

nor to export to Excel.

[Critter]

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

Or 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