How do I create a 2nd version of a personal return?

Forum|Forum|5 years ago
December 17, 2020
10 replies
40 views

I want to create a second version so I can test different variables. How do I do this? Thanks.

ProSeries Professional

This topic has been closed for replies.

Best answer by IRonMaN

Thank you for the replies! How do I make a "what if" copy? Where do I find the planner? Sorry, I am new to ProSeries. I have ProSeries Professional version.

If you scoot down the list of forms on the left side of your screen, you will find it towards the end of the list. Or you could try typing "tax planner" into the green "where do I enter" button.

The "what if" copy Lisa was talking about was going the route you originally asked about ------ making a copy of the return.

clr600

Level 7

File save as use another file name.

Just-Lisa-Now-

Intuit Community Champion

Use SAVE AS in the drop down File menu on the top toolbar and give it a new name.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

IRonMaN

Level 15

Instead of having 15 files for one client, why not just use the tax planner?

Slava Ukraini!

Just-Lisa-Now-

Intuit Community Champion

For a couple of quick adjustments, I agree.

For something like a sale of a rental or something more complex, I get a much better idea of whats would happen if I make a "what-if" copy of the return.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

rbynaker

Level 13

Also there's no state tax planner. I would always just do VA in a different tax planner column and override the tax calculation but we have an easy state tax system that mostly follows federal. If you're doing CA or NJ (for example), they might not even agree with federal on what constitutes taxable wages. So I can see a use for a separate file. Just depends on the circumstances.

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