It is much easier and safer to do this in the Desktop version
For On-Line version
You appear to be using the TTax
On-Line version. Unfortunately the on-line version does not support a
'what-if' scenario (that is only available with the desktop version).
Once you make ANY changes to the
online version the previous information is overwritten and is PERMANENTLY deleted. You
will have to manually re-enter/re-create your return.
You might want to try to create NEW
dummy accounts for your various scenarios and then simply abandon them when you
are finished.
Create New On-Line account
:
Go to turbotax.com and look for the
'New to TurboTax?" 'Start for Free' BLUE button near the top center of the
screen.
How to Clear AND Delete
How to clear an on-line return
and start over
https://ttlc.intuit.com/questions/1900891-how-do-i-start-over-in-turbotax-online
(Please note that the link may
'appear' to be truncated, however it will work (if you hover your mouse over
the link you will see the full link.)
How to delete tax return in TTax
On-line
https://ttlc.intuit.com/questions/1899886-can-i-delete-my-tax-return-in-turbotax-online
(Please note that the link may
'appear' to be truncated, however it will work (if you hover your mouse over
the link you will see the full link.)
Note: This will also
clear/delete any data you have transferred from last year or downloaded from a
Financial Institution.
CAVEAT:
While you can clear the information
in a return in an account, you CANNOT delete an account.
- - - - - - - - - - - - - - - - - - - - - - - - -
For DESKTOP version ONLY
Select 'Forms Mode' - (upper right corner of Step-by-Step screen)
Select 'Open Form' - (upper LEFT corner (just above "Forms in My
Return" click on icon)
Enter "What-if" (without quotes) in the Search field (at top under
'Search or Browse ,,,' heading)
'Double Click' on the "What-if" entry listed in the list of forms
below (under 'US Form 1040 ...')
NOTE: Be sure to type the search phrase SLOWLY, and to use a '-' and
not a space between the words entered. The search will auto-complete
generally by the time 'wh' is entered.
For safety, to protect your return, whenever you are doing things like a
'what-if' compare, it is a good practice to make a COPY of your return and do
the 'what-if' exercise on the COPY.
