I am also very interested in using 2024 tax planner mode in TurboTax 2023. My spouse and I are now both being forced to do instalment payments, and the second set of instalment payments must be submitted by June 1.
Using overrides, I was able to accomplish part of what planner mode would do. I modified the 'CLAW' form to change the "Less: Base amount ($86912)" to $90997. I also modified the 'T1 Worksheet' form to change line 11 to $15705.
However, what I cannot do is change the 'T1 General' form line 70 values for the tax brackets. If TurboTax would allow that, then I could get a more accurate result. As well, if I were able to modify the line 70 values, it would be critically important for me that the 'Pension Income Splitting Optimizer' also use my modified values. Right now the income splitting is placing one spouse at just under $106717 in taxable income, which is clearly not the optimal result.
Please consider allowing these additional overrides in a future version of TurboTax.
