Can I export data from prior year & import it w/current year law? E.g., export 2017 data, import in 2018 TurboTax & get est. impact, b4 all tax docs for 2018 ready?

[mmm2]

Just to clarify, I don't want to just transfer data from the prior year for comparison as I fill out the current year data.  I want a quick and dirty what-if, using all prior year data/answers with current year laws/regulations to gauge the impact of current year changes, before I am able to get all of the proper current year data/forms/statements.  Thanks

[Critter · Accepted solution]

If you have the downloaded 2017 program then you use the 2017 program to estimate the 2018 taxes ... you had the ruby slippers all along Dorothy just no one educated you ... In the FORMS mode use the What-If tool set to 2018 ... 

If you want to play around with different figures and tax scenarios without affecting your original return you can …

In the TurboTax CD/Download software by creating a test copy: 

1.  Open your return in TurboTax. 

2.  From the File menu, choose Save As. 

3.  Give the copy a new name to distinguish it from the original (for example, by adding "Test" or "Example" to the file name). 

4. Click  Save. You are now safely working in the test copy and anything you do here will not affect the original. 

 https://ttlc.intuit.com/questions/1900642-how-to-make-a-test-copy-of-your-return

Or use the WHAT IF tool: 

- Click Forms Icon (upper right of screen) or Ctrl 2 (forms view) 

- Click on the Open Form Icon 

- In the “Type a form name..” area type What-If (with the dash), click on the name of the worksheet - click on Open Form 

- You will see the worksheet on the right side of the screen; enter the information right into the form 

- To get back to interview mode - click on the Step-by-Step Icon (upper right of screen) or Ctrl 1

On the screen you can choose to do a MFJ vs MFS split  and/or  pick the next tax year to see how next year’s rules will apply to your return.

[mmm2]

Thanks. Interesting. For TurboTax 2017, I get the MFV vs. MFS, but no option for "pick the next tax year" :(

[Critter]

Really ... see screenshot added to answer .

[mmm2]

Ah ha. I was only looking at the upper part of the form.  This I will need to explore further. Thanks