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I would like to make a sample return with additional income. I don't see how to do this with the online program.

 
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3 Replies

I would like to make a sample return with additional income. I don't see how to do this with the online program.

Online for 2022 returns has shut down, and online for 2023 is not yet available.  Whatever you do, do NOT mess around with your already prepared/filed 2022 return to try out other scenarios, or you will destroy the return.  If you like trying out various data entries, you could use the CD/download.  That way, you can prepare multiple returns and even use a "what if" feature that desktop software has.   The 2023 desktop software has been released already.   Online for 2023 will become available late November/early December.

**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.**
rjs
Level 15
Level 15

I would like to make a sample return with additional income. I don't see how to do this with the online program.

You could try using the online TaxCaster calculator to try out different scenarios.


TurboTax Online is not really suitable for what-if scenarios or sample tax returns. In TurboTax Online there is only one copy of your tax return, and any change you make is saved immediately and permanently. There is no back-out or undo, and no way to exit without saving the changes. If you want to use TurboTax Online to try out different scenarios, you could use a different user ID than the one you use for your actual tax return, but you will have to do a complete new return from scratch. And you have to be careful to keep track of your different user IDs and passwords. TurboTax recommends adding "test" or something similar to the user ID to clearly distinguish it from your actual account.


As xmasbaby0 suggested, the CD or download TurboTax software is much better suited for trying out different scenarios. You can save a copy of your completed tax return with a different file name, then try out the changes in the copy without affecting your actual tax return. The CD/download software also has a What-If Worksheet that lets you easily try out different scenarios using the completed return as a starting point, but without affecting the actual tax return, and it lets you compare the scenarios side-by-side.

 

I would like to make a sample return with additional income. I don't see how to do this with the online program.

@bfosseagle92 use this website:it is set for 2023; taxcasteris still set for 2022 which will overstate your taxes. 

 

https://www.dinkytown.net/java/1040-tax-calculator.html

 

 

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