Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Mar 3, 2024 1:17:57 PM

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.

0 9 644
9 Replies
Moderator
Mar 3, 2024 1:39:50 PM

Are you using TurboTax CD/Download or TurboTax Online?

New Member
Mar 3, 2024 1:41:30 PM

I used the online version 

Moderator
Mar 3, 2024 3:26:07 PM

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

New Member
Mar 3, 2024 3:59:37 PM

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?

Moderator
Mar 4, 2024 5:51:14 AM

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

Thank you for choosing TurboTax.

New Member
Mar 4, 2024 6:08:57 AM

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?

Moderator
Mar 4, 2024 6:45:43 AM

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.

New Member
Mar 4, 2024 6:50:33 AM

Grrrrr. Good to know. 

Thank you for replying TurboTaxGinette

Moderator
Mar 4, 2024 7:54:12 AM

You're welcome.

 

Thank you for choosing TurboTax.