Can Turbo Tax be used for current year tax planning based on data entered for last year?

Forum|Forum|1 year ago
August 29, 2024
1 reply
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Dividend amounts are changing, and RRIF withdrawals. Want to estimate tax implications.

TurboTaxBrenda

If you are using TurboTax Online, you can make a copy of your last year's tax return and enter this year's information. Once you open TurboTax Online and sign into your account under the return you want review click on Copy- and work in that specific return.

Thank you for choosing TurboTax.

kickapoojoyjuiceAuthor

I have opened my TurboTax account, and opened the list of past years, but cannot find any copy button. I am using TurboTax Online. Please provide instructions.

Thanks, Tom

TurboTaxBrenda

Once you sign into your TurboTax Online Account, you will see the list of returns that you have worked on or filed. The screenshot below will show you where to find "COPY."