It's always a good idea to make a backup copy of your tax data file, in case your original gets lost or corrupted.

- To get back to interview mode - click on the Step-by-Step Icon (upper right of screen) or Ctrl 1.

- You will see the worksheet on the right side of the screen enter the information right into the form.

- In the “Type a form name.” area type What-If (with the dash), click on the name of the worksheet - click on Open Form.

- Click Forms Icon (upper right of screen) or Ctrl 2 (forms view).

You are now safely working in the test copy and anything you do here will not affect the original. Give the copy a new name to distinguish it from the original (for example, by adding 'Test' or 'Example' to the file name).

>In the TurboTax CD/Download software by creating a test copy:.

If you want to play around with different figures and tax scenarios without affecting your original return you can ….

What is-the-meaning-of-all-the-different-colors-in-forms-mode.

How do I switch to Forms Mode in the TurboTax for Mac software?.

How do I switch to Forms Mode in the TurboTax for Windows software?.You may miss obscure credits and deductions you qualify for, and you may forget to report things that will come back and haunt you later.įorms Mode is exclusively available in the TurboTax CD/Download software.

If you're adventurous, you can even prepare your return in Forms Mode, but we don't recommend it. This is my mini version of a tutorial that should be in the downloaded program:įorms Mode lets you view and make changes to your tax forms 'behind the scenes.' If you are trying to do some tax planning then use the fully operational 2020 downloaded version instead. Efiling will not be open until late January at best so do not be in a rush to file.

Even though the program comes out sometime in November each year it is only a beta version which will not be fully operational until late January at the earliest (much later for some forms and the state programs).

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