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Is there a way to input my 2025 tax information YTD in to see how things are going to work out at the end of the year?

 
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5 Replies

Is there a way to input my 2025 tax information YTD in to see how things are going to work out at the end of the year?

Well the Online version doesn't open until Dec 17, 2025.  You can buy the Desktop program now and enter amounts into that.  The Desktop program can do multiple returns so you can test, etc.

 

You can buy the Desktop Download program here or in stores or online like Amazon, Costco, etc.
https://turbotax.intuit.com/personal-taxes/cd-download

You need a full Windows 11 or Mac OS 13 14 Sonoma computer to install it.

Is there a way to input my 2025 tax information YTD in to see how things are going to work out at the end of the year?

Mac OS 14 or above not 13

 

(nice discount on Amazon out of the gate...)

Hal_Al
Level 15

Is there a way to input my 2025 tax information YTD in to see how things are going to work out at the end of the year?

If you used the download (desktop)version of TurboTax (TT), that is, you currently have TT 2024 on your computer, make a copy of your 2024 return (click file / save as). Name it something like "2025 Preliminary" and then replace your 2024 entries with your 2025 estimates. It won't be exact because the program uses 2024 tables and numbers. But, it should be close enough for most purposes. I use the override feature to change the standard deduction and MAGI numbers, on the forms, where appropriate.

This doesn’t work with TT online (TTO), because you will override your 2024 return

Is there a way to input my 2025 tax information YTD in to see how things are going to work out at the end of the year?

Looks like 2025 desktop not fully functional yet to use as an estimation tool, just poking around a bit it doesn't allow 1099-B entries yet.  Also charity donations/deductions.

Is there a way to input my 2025 tax information YTD in to see how things are going to work out at the end of the year?

use this website: 

 

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

 

or use the 2025 Desktop version in Forms View.  The 1099-B works fine. 

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