I Netfiled my 2023 return. How can I now duplicate my TurboTax 2023 information to try different scenarios in a new 2023 file, to help with my 2024 RRSP tax planning?

Basically wanting to avoid starting from scratch to be able to just play with the 2023 scenarios for future reference.

Seniors and students

Are you using TurboTax CD/Download or TurboTax Online?

Seniors and students

I used the online version 

Seniors and students

You can click "Copy" under a return to make a duplicate. 

Seniors and students

I remember previous years seeing and using the "Copy" option.

However, This year I can see

. "View" for my current 2023 file (or "Rename");

. "Access" for PDFs of previous years;

. "Start a 2023 return" starting a fresh return importing 2022 data (or "Create a different return" for other year's data).

Unfortunately I cannot find the "Copy" option. Any other tips?

Seniors and students

You will find the "Copy" below the returns you have completed- see below.

Thank you for choosing TurboTax.

Seniors and students

This is helpful TurboTaxBrenda ... but seems to maybe be a gap in the Canadian TurboTax "Self-employed" online version. 

Would TurboTax have a work around for this version?

Screenshot 2024-03-04 at 9.04.57 AM.png

Seniors and students

Unfortunately, once the return is filed with the Canada Revenue Agency (CRA), a copy of the return cannot be done, only before filing.

 

Thank you for choosing TurboTax.

Seniors and students

Grrrrr. Good to know. 

Thank you for replying TurboTaxGinette

Seniors and students

You're welcome.

 

Thank you for choosing TurboTax.