If you are referring to Column 1 in the What-If Worksheet in the section Itemized Deduction Summary, those numbers are entered from other worksheets in the program. Click on an amount then click on the magnifying glass to go to the worksheet where the amount was entered and can be changed.
If you want to use the What-If Worksheet to try out a different scenario, click the box at the top to copy column 1 to column 2. Then you can change any of the figures in column 2 and see the results of the change.
When you have the What-If Worksheet open, click Help Center for detailed instructions on how to use the worksheet.
I'm sorry I didn't specify Columns 2-4 fills in Itemized deductions automatically. Prior years it allowed me to change anything to see different scenarios.
You can't directly change the total itemized deductions on line 39, but you are supposed to be able to change the individual deduction amounts in the Itemized Deductions Summary at the bottom of the worksheet. However, I do see a spurious entry in the Itemized Deductions Summary.
What is the specific line number where you see an entry that can't be changed? What is the amount, and can you tell where it comes from? Do you see the same amount somewhere else in the same column?
It looks to me like the Adjusted Gross Income (AGI) from line 37 is getting plugged into line 11 of the Itemized Deductions Summary. Is that what you are referring to?
I have reported the problem to TurboTax. Nothing will happen until after Christmas, of course. Even then it usually takes them at least a few weeks to get a fix into an update. There are a lot of bugs and things that are incomplete in the early releases of the software, so they have to prioritize what they work on first.
FYI ... much of the 2023 program is NOT fully functional. So if you want to use the WHAT IF tool you should be using the one in the fully functional 2022 program instead.
This is my mini version of a tutorial that should be in the downloaded program:
Forms Mode lets you view and make changes to your tax forms "behind the scenes."
If you're adventurous, you can even prepare your return in Forms Mode, but we don't recommend it. You may miss obscure credits and deductions you qualify for, and you may forget to report things that will come back and haunt you later.
Forms Mode is exclusively available in the TurboTax CD/Download software. It is not available in TurboTax Online.
If you want to play around with different figures and tax scenarios without affecting your original return you can ….
Once you have filed successfully … you can shut off the auto updater function and then save the return & .taxfile.
For Windows, up in the top menu, you can set the "Updater Preferences" to "Always Ask" or more commonly set to "I don't have an internet connection" (even if you do), and then you are not forced to update....and can manually force an update when you choose to do so. And then you can open the file(s) at any time with no forced upgrade.
But that's the Windows software.....not a MAC. For a MAC you cannot turn off the auto updater HOWEVER you can simply disconnect from the internet before opening the tax return.
It's always a good idea to make a backup copy of your tax data file, in case your original gets lost or corrupted. Here's how:
If you make changes to your original tax return file, repeat these steps to ensure your original and backup copies are in-synch.
AND save it as a PDF so you have access to a copy even if you don’t have the program still installed and operational :
AND protect the files :
*** Other clues to the downloaded program ***
In the forms mode ... double click or right click on a box on a form to data source it ... sadly it doesn't work on all boxes.
When you look at an onscreen tax form using Forms Mode, you might wonder why one figure is blue and the one next to it is red or black.
These colors indicate the source of that data.
Color | Meaning |
Blue | You entered this data, either in the interview or Forms Mode. |
Black | The program entered this data or calculated this amount. |
Red | This data has either been overridden or is invalid (for example, a ZIP code that doesn't exist). |
Red italics | You marked this amount as estimated. |
Black italics | The program calculated this amount from an amount you marked as estimated. |
Purple | This information has supporting details. |
Aquamarine | This data was transferred over from last year. |
Green | This data was imported from Quicken or QuickBooks. |
Yellow fields (Windows) | Yellow fields allow user input. Anything you enter here shows up in blue. |
PRIOR YEAR USE OF A SUPPORTING DETAILS WORKSHEET :
If you find you have a $0 in an entry field that cannot be changed … this issue is almost always one in which you used a "Supporting Details" (SD) sheet in that field in the prior year. What happens is that when you transfer in the prior year's data, the SD sheet is transferred too, but empty...and that causes the $0 to show up in many areas of the Step-by-Step mode interview....wherever the SD sheet was used before.
But when switching to Forms Mode, when you try to enter a $$ amount in a field where the SD sheet is attached, the SD sheet will pop up immediately, and you can either enter the $$ amount on that sheet, or delete the SD sheet entirely and avoid future issues (unless you really want the SD sheet)
Sometimes, when you see the $0 in Step-by-Step, you can just
Thank you so much for the useful information. I have considered this before and now I know more and are able to use the program better with more understanding. I will wait for an upgrade or patch to fix the problem.
Thanks once again.
@tmknaack The bug that you encountered in the What-If Worksheet is fixed in today's update (January 4). Update your software and you should be able to use the What-If Worksheet.