What if Worksheet

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I have just downloaded the 2023 desktop version of Premier and transferred over my 2022 returns. I, of course, only have estimates of all of the numbers but I am looking for the "what if" section so that I can estimate some end-of-year Roth conversion numbers.

I cannot find the "what if" form. Can someone please tell me where it is located?

Additionally, do I need to go through the program first and input all figures, even though they are estimates in order to get the "what if" variables, or hopefully, can I just use the "what if" as a stand-alone? I have previously only had the CD version of premium, which never gave me the "what if" option.

Is there a better way to do this?

Thank you.

DoninGAAnswer

Level 15

Using the TurboTax desktop editions, click on Forms. When in Forms mode click on Open Form at the to left of the Forms mode screen. Type in what-if. Click on the result to open the What-If Worksheet.

DoninGA

Answer

Level 15

Critter-3

Level 15

Much of the 2023 program is not functional yet (and will not be so until late January at the earliest) so to do a WHAT IF of the 2023 return you need to use the fully functional 2022 program.