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Level 2
posted Nov 29, 2023 2:51:12 PM

What if Worksheet

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.

0 2 2887
2 Best answers
Level 15
Nov 29, 2023 2:59:45 PM

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.

Level 15
Nov 29, 2023 7:35:03 PM

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. 

2 Replies
Level 15
Nov 29, 2023 2:59:45 PM

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.

Level 15
Nov 29, 2023 7:35:03 PM

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.