How do I copy a client tax return to perform "what ifs"?

Forum|Forum|1 year ago
April 2, 2025
2 replies
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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.

ProSeries Professional

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Best answer by BobKamman

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.

Camp1040

Level 10

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

D

david3Author

Level 7

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.

BobKammanAnswer

Level 15

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.