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April 5, 2025
Question

Create a new return to estimate 2025 (but keep 2024 return)

  • April 5, 2025
  • 1 reply
  • 0 views

I have not e-filed or printed my 2024 taxes yet.

I want to play with some of the same numbers in a new return to estimate 2025 taxes.

Can I copy the 2024 return and modify some of the information in a new return without impacting any information in my 2024 return?  How do  I do this?

    1 reply

    VolvoGirl
    Employee
    April 5, 2025

    Are you using the Online version or the Desktop installed program?  Not in Online.  In the Desktop program you can save your return with another name to test in.  Go up to File-Save As.

    Mitzy20Author
    April 6, 2025

    I assume it's the desktop version - purchased on Amazon.

    TT asks if I want to continue my 2024 return. When I say Yes, I see the Save As option.

    Is this where I can create a new return (from the 2024 return) to test with?

    Do not want to lose anything for 2024.

    thanks

    VolvoGirl
    Employee
    April 6, 2025

    Yes.  But first save your return with just the regular Save.   Then do a Save As.   Have you started your 2024 yet?