How to make a test copy of your return
You may want to play around with different figures and tax scenarios without affecting your original return.
In the TurboTax CD/Download software, you can easily do that by creating a test copy:
- Open your return in TurboTax.
- From the File menu, choose Save As.
- Give the copy a new name to distinguish it from the original (for example, by adding "Test" or "Example" to the file name).
- Click Save. You are now safely working in the test copy and anything you do here will not affect the original.
In TurboTax Online, you'll have to create a test account separate from your regular TurboTax account and create a test return there. We recommend adding "test" or similar to your User ID so you can easily distinguish it from your actual account.