TaxGuyBill
Level 15
08-15-2020
12:27 PM
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I don't think the Tax Planner in ProSeries is very good.
Personally, I "Save As" the current year return, change the birthdates and "placed in service" dates by one year, and use that as a planner. Although a few of the minor annual changes won't be reflected, you will be able to have a detailed full return to plan with.