itonewbie
Level 15

Welcome to the club! Hope you find this Community helpful as you get on board with the new software.

You can't run projection for 2020 using 2019 as the base year yet.  I'd expect Intuit to roll out the Tax Planner for 2020 only after the dust for 2019 tax update settles (but that is still ongoing).  If you try to create a new tax plan, you will see that there is no option yet to use 2019 as the base year.

One way to do this would be to create a 2018 return and run a 3-year tax planner, which would include 2020 but I suspect the tax logic may not have been fully updated for 2020 though.

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