Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 3
posted Feb 9, 2023 8:23:23 AM

SET UP A"WHAT IF " TT 2022 TO SEE WHAT DIFFERENT NUMBERS DO

Anyone have idea to best set up a "what If" copy of my TT 2022?

anyway to do this automatically  or does data have to be put in manually on the "what If "  form.

thanks

john

 

0 1 416
1 Best answer
Level 15
Feb 9, 2023 12:03:11 PM

You can add the What-If form in the CD/Download version, desktop versions TurboTax Deluxe and above

 

For desktop version of TurboTax to add the What If form

- 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

- Under Description of Alternatives, you will see Check box to use 2022 rates, click on the first box to the right under Column 2 for all the information to be for 2022, next you can put 2023 etc.

- go through the form to enter your information

- Ctrl 1 gets you back to interview mode

 

1 Replies
Level 15
Feb 9, 2023 12:03:11 PM

You can add the What-If form in the CD/Download version, desktop versions TurboTax Deluxe and above

 

For desktop version of TurboTax to add the What If form

- 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

- Under Description of Alternatives, you will see Check box to use 2022 rates, click on the first box to the right under Column 2 for all the information to be for 2022, next you can put 2023 etc.

- go through the form to enter your information

- Ctrl 1 gets you back to interview mode