How do I copy a client tax return to perform "what ifs"?

david3

I haven't copied a client tax return to perform analysis in years and I can't remember how. I didn't find anything in the search except how to copy/backup. But the instructions appear to indicate once you copy/backup the tax return that you won't be able to work with it.

I am trying to do an analysis of common law marriage TPs filing MFJ vs single. The MFJ vs. MFS option won't work for this.

I think it was a simple process to copy the tax return and give it another name and then delete after the analysis is done. But I only see the copy/back up option.

Thanks for your help.

Camp1040

Open the return, click on the Checklist tab when your are in the general information view and look down the page for planning and double click What-If-Worksheet.

The above process is for PS Basic

BobKamman

I just "Save As" using another name (instead of Smit0835 it could be Smith2025) and then open that return. May not work for people using pay-per-return.

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david3

That's it! Oh, the memories are coming back. 🙂

I knew it was something simple.

Thanks!

IRonMaN

Why don't you just use the tax planner for that?

Slava Ukraini!

david3

Thanks, Camp1040.

I found that in PS Professional and didn't realize that I might be able to use this without having to enter additional information in a tax return copy.

Appreciate your help.

david3

That's also a great idea - one of those that makes you wonder why you didn't think of that. 🙂

I'll try that instead of entering additional information in a tax return copy.

Thanks.

IRonMaN

You betcha!

Slava Ukraini!

david3

Wow! There are brilliant minds on this forum!

I think mine is turning to mush the closer we get to the 15th. 🙂

Thanks, everyone, for your help.