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.