Tax Planner/ What If Form

[daisiechain]

I purchased the Desktop Home & Business version specifically because it's supposed to have a What If form or Tax Planner. Where do I locate it?

[DoninGA]

You will need to click on Forms in the upper right of the desktop program screen if using the Windows edition.

When in Forms mode, click on Open Form at the top left of the screen.  Type in What-if and click on the result to open the What-If Worksheet.

[VolvoGirl · Accepted solution]

The What-If worksheet is only available in the Desktop program.
Go to Forms Mode, click Forms in the upper right or on the left for Mac. Then click Open Forms box in the top of the column on the left. Open the US listing of forms and towards the bottom find the What-if worksheet. It's right under Estimated Taxes.

Or try…Go into Forms View. Once there, at the top of the left column, click on the icon for "Open Form". A popup window will appear. In the text line, type the word "what" without quotes. You should see "what-if worksheet" appear as a selection choice. Double-click it to launch the form.