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 · Accepted solution]

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.  

[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?

[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!

[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.