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user3171888
New Member

I am doing tax planning for 2018. Can I copy all of my 2017 tax data into the 2018 Turbo tax program and then change specific items?

 
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Accepted Solutions
xmasbaby0
Level 15

I am doing tax planning for 2018. Can I copy all of my 2017 tax data into the 2018 Turbo tax program and then change specific items?

No.  You can "transfer" some 2017 data in to start your 2018 return, but you cannot populate the 2018 software with your 2017 data.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

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7 Replies
xmasbaby0
Level 15

I am doing tax planning for 2018. Can I copy all of my 2017 tax data into the 2018 Turbo tax program and then change specific items?

No.  You can "transfer" some 2017 data in to start your 2018 return, but you cannot populate the 2018 software with your 2017 data.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
user3171888
New Member

I am doing tax planning for 2018. Can I copy all of my 2017 tax data into the 2018 Turbo tax program and then change specific items?

Disappointing.  Thanks for your help!
VolvoGirl
Level 15

I am doing tax planning for 2018. Can I copy all of my 2017 tax data into the 2018 Turbo tax program and then change specific items?

You can open 2017 in the 2017 program and save it under another name to test in.  There is a What-If worksheet you can use to,plan for 2028.  You always use the prior year to estimate and plan for the next year.
user3171888
New Member

I am doing tax planning for 2018. Can I copy all of my 2017 tax data into the 2018 Turbo tax program and then change specific items?

Thank you.  The problem with that is that so many of the tax laws changed.  So the 2017 program will not give me good information for projecting 2018.
xmasbaby0
Level 15

I am doing tax planning for 2018. Can I copy all of my 2017 tax data into the 2018 Turbo tax program and then change specific items?

You can do that if you used desktop software for 2017--not if you used online software.
**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
Anonymous
Not applicable

I am doing tax planning for 2018. Can I copy all of my 2017 tax data into the 2018 Turbo tax program and then change specific items?

even if you were to enter all your 2018 tax info into the software, you probably won't get an accurate calculation.  certain changes in the tax laws for 2018 have not been implemented.

Critter
Level 15

I am doing tax planning for 2018. Can I copy all of my 2017 tax data into the 2018 Turbo tax program and then change specific items?

The 2017 What-If program has the 2018 option in it ... look again ... 

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